Purkiss Capital Advisors’s Chubb CB Stock Holding History

Purkiss Capital 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	$771K	Buy	2,262 +89	+4%	+$29K	0.29%	78
2026 Q1	$708K	Buy	2,173 +602	+38%	+$193K	0.31%	75
2025 Q4	$490K	Buy	1,571 +1	+0.1%	+$292	0.23%	90
2025 Q3	$443K	Buy	1,570 +209	+15%	+$57.5K	0.21%	92
2025 Q2	$394K	Buy	+1,361	New	+$392K	0.22%	83

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

Purkiss Capital Advisors's CB Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Chubb (CB) stake by 4.1% in Q2 2026, buying an estimated $29K and bringing the position to 2,262 shares worth $771K. The position accounts for 0.29% of the portfolio, ranked #78.

Purkiss Capital Advisors first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Purkiss Capital Advisors held 2,262 shares of Chubb worth $771K as of Q2 2026.
Purkiss Capital Advisors bought 89 Chubb shares in Q2 2026, an estimated $29K.
Chubb made up 0.29% of Purkiss Capital Advisors's portfolio in Q2 2026, its #78 holding.
Purkiss Capital Advisors first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.