Provenance Wealth Advisors’s Chubb CB Stock Holding History

Provenance Wealth Advisors’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	$342K	Buy	1,004 +288	+40%	+$93.9K	0.03%	99
2026 Q1	$233K	Sell	716 -40	-5%	-$12.8K	0.02%	109
2025 Q4	$236K	Hold	756	–	–	0.03%	104
2025 Q3	$213K	Hold	756	–	–	0.03%	123
2025 Q2	$219K	Hold	756	–	–	0.03%	115
2025 Q1	$228K	Hold	756	–	–	0.03%	124
2024 Q4	$209K	Hold	756	–	–	0.03%	146
2024 Q3	$218K	Hold	756	–	–	0.03%	149
2024 Q2	$193K	Hold	756	–	–	0.03%	144
2024 Q1	$196K	Hold	756	–	–	0.03%	145
2023 Q4	$171K	Buy	756 +40	+6%	+$8.75K	0.02%	134
2023 Q3	$149K	Buy	+716	New	+$145K	0.02%	131

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Provenance Wealth Advisors's CB Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Chubb (CB) stake by 40% in Q2 2026, buying an estimated $93.9K and bringing the position to 1,004 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #99.

Provenance Wealth Advisors first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Provenance Wealth Advisors held 1,004 shares of Chubb worth $342K as of Q2 2026.
Provenance Wealth Advisors bought 288 Chubb shares in Q2 2026, an estimated $93.9K.
Chubb made up 0.03% of Provenance Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Provenance Wealth Advisors first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.