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Principia Wealth Advisory’s Chubb CB Stock Holding History

Principia Wealth Advisory’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Buy
49
+19
+63% +$6.2K 0.01% 189
2026
Q1 		$9.78K Buy
30
+7
+30% +$2.25K 0.01% 206
2025
Q4 		$7.18K Buy
23
+3
+15% +$877 ﹤0.01% 229
2025
Q3 		$5.64K Buy
20
+1
+5% +$275 ﹤0.01% 257
2025
Q2 		$5.5K Buy
19
+5
+36% +$1.44K ﹤0.01% 224
2025
Q1 		$3.98K Buy
14
+3
+27% +$834 ﹤0.01% 210
2024
Q4 		$3.04K Buy
+11
New +$3.12K ﹤0.01% 192

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's CB Position: Q2 2026 in Review

Principia Wealth Advisory increased its Chubb (CB) stake by 63% in Q2 2026, buying an estimated $6.2K and bringing the position to 49 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #189.

Principia Wealth Advisory first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Principia Wealth Advisory held 49 shares of Chubb worth $16.7K as of Q2 2026.
  • Principia Wealth Advisory bought 19 Chubb shares in Q2 2026, an estimated $6.2K.
  • Chubb made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #189 holding.
  • Principia Wealth Advisory first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.