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Sandy Cove Advisors’s Chubb CB Stock Holding History

Sandy Cove 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 		$743K Sell
2,180
-5
-0.2% -$1.63K 0.19% 69
2026
Q1 		$712K Buy
2,185
+53
+2% +$17K 0.21% 68
2025
Q4 		$666K Buy
2,132
+40
+2% +$11.7K 0.2% 70
2025
Q3 		$591K Sell
2,092
-18
-0.9% -$4.95K 0.19% 72
2025
Q2 		$611K Buy
2,110
+3
+0.1% +$863 0.22% 65
2025
Q1 		$636K Buy
2,107
+37
+2% +$10.3K 0.26% 58
2024
Q4 		$572K Buy
2,070
+130
+7% +$36.9K 0.22% 64
2024
Q3 		$560K Buy
1,940
+28
+1% +$7.68K 0.23% 65
2024
Q2 		$488K Buy
1,912
+5
+0.3% +$1.28K 0.22% 66
2024
Q1 		$494K Sell
1,907
-42
-2% -$10.3K 0.23% 68
2023
Q4 		$440K Buy
1,949
+87
+5% +$19K 0.23% 70
2023
Q3 		$388K Buy
1,862
+8
+0.4% +$1.62K 0.22% 75
2023
Q2 		$357K Buy
1,854
+104
+6% +$20.4K 0.2% 87
2023
Q1 		$340K Hold
1,750
– – 0.25% 64
2022
Q4 		$386K Sell
1,750
-500
-22% -$104K 0.31% 48
2022
Q3 		$409K Hold
2,250
– – 0.37% 43
2022
Q2 		$442K Hold
2,250
– – 0.4% 44
2022
Q1 		$481K Sell
2,250
-2,200
-49% -$447K 0.4% 43
2021
Q4 		$860K Buy
+4,450
New +$836K 0.72% 25

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

Sandy Cove Advisors's CB Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Chubb (CB) stake by 0.23% in Q2 2026, selling an estimated $1.63K and leaving 2,180 shares worth $743K. The position accounts for 0.19% of the portfolio, ranked #69.

Sandy Cove Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $860K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sandy Cove Advisors held 2,180 shares of Chubb worth $743K as of Q2 2026.
  • Sandy Cove Advisors sold 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.19% of Sandy Cove Advisors's portfolio in Q2 2026, its #69 holding.
  • Sandy Cove Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's Chubb position peaked at $860K in Q4 2021.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.