SageView Advisory Group’s Chubb CB Stock Holding History

SageView Advisory Group’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	$1.11M	Buy	3,249 +126	+4%	+$41.1K	0.04%	236
2026 Q1	$1.02M	Buy	3,123 +558	+22%	+$179K	0.04%	232
2025 Q4	$801K	Buy	2,565 +268	+12%	+$78.4K	0.03%	280
2025 Q3	$648K	Buy	2,297 +53	+2%	+$14.6K	0.02%	333
2025 Q2	$597K	Buy	+2,244	New	+$646K	0.02%	334
2024 Q3	–	Sell	-1,488	Closed	-$380K	–	516
2024 Q2	$380K	Buy	+1,488	New	+$382K	0.02%	386
2024 Q1	–	Sell	-1,870	Closed	-$455K	–	544
2023 Q4	$455K	Buy	+1,870	New	+$409K	0.02%	410
2023 Q3	–	Sell	-1,957	Closed	-$377K	–	526
2023 Q2	$377K	Buy	1,957 +67	+4%	+$13.1K	0.02%	401
2023 Q1	$367K	Buy	+1,890	New	+$397K	0.02%	356

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

SageView Advisory Group's CB Position: Q2 2026 in Review

SageView Advisory Group increased its Chubb (CB) stake by 4% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,249 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #236.

SageView Advisory Group first reported a position in CB in Q1 2023 and has held it in 9 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

SageView Advisory Group held 3,249 shares of Chubb worth $1.11M as of Q2 2026.
SageView Advisory Group bought 126 Chubb shares in Q2 2026, an estimated $41.1K.
Chubb made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #236 holding.
SageView Advisory Group first reported a position in Chubb in Q1 2023 and has held it in 9 quarters since.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.