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Regal Investment Advisors’s Chubb CB Stock Holding History

Regal Investment 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 		$710K Buy
2,085
+95
+5% +$31K 0.04% 390
2026
Q1 		$648K Buy
1,990
+129
+7% +$41.4K 0.04% 381
2025
Q4 		$581K Buy
1,861
+465
+33% +$136K 0.03% 388
2025
Q3 		$394K Buy
1,396
+212
+18% +$58.3K 0.03% 423
2025
Q2 		$343K Buy
1,184
+335
+39% +$96.4K 0.03% 399
2025
Q1 		$256K Buy
+849
New +$236K 0.02% 431
2024
Q3 		– Sell
-819
Closed -$209K – 509
2024
Q2 		$209K Buy
+819
New +$210K 0.01% 541
2023
Q1 		– Sell
-1,115
Closed -$246K – 521
2022
Q4 		$246K Buy
+1,115
New +$232K 0.02% 417
2014
Q2 		– Sell
-364
Closed -$36K – 902
2014
Q1 		$36K Buy
364
+1
+0.3% +$97 0.02% 403
2013
Q4 		$38K Buy
363
+122
+51% +$12K 0.02% 328
2013
Q3 		$23K Buy
+241
New +$22K 0.01% 442

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 $3.37T AUM 44.26% 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

Regal Investment Advisors's CB Position: Q2 2026 in Review

Regal Investment Advisors increased its Chubb (CB) stake by 4.8% in Q2 2026, buying an estimated $31K and bringing the position to 2,085 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #390.

Regal Investment Advisors first reported a position in CB in Q3 2013 and has held it in 11 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Regal Investment Advisors held 2,085 shares of Chubb worth $710K as of Q2 2026.
  • Regal Investment Advisors bought 95 Chubb shares in Q2 2026, an estimated $31K.
  • Chubb made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #390 holding.
  • Regal Investment Advisors first reported a position in Chubb in Q3 2013 and has held it in 11 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.