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Savvy Advisors Inc’s Chubb CB Stock Holding History

Savvy Advisors Inc’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 		$1.54M Buy
4,511
+198
+5% +$64.6K 0.03% 394
2026
Q1 		$1.41M Sell
4,313
-153
-3% -$49.1K 0.04% 351
2025
Q4 		$1.39M Buy
4,466
+1,795
+67% +$525K 0.05% 300
2025
Q3 		$754K Buy
2,671
+1,291
+94% +$355K 0.03% 325
2025
Q2 		$400K Buy
1,380
+306
+28% +$88.1K 0.03% 413
2025
Q1 		$324K Buy
1,074
+104
+11% +$28.9K 0.03% 375
2024
Q4 		$268K Sell
970
-1,530
-61% -$434K 0.03% 363
2024
Q3 		$721K Buy
+2,500
New +$685K 0.15% 142

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's CB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Chubb (CB) stake by 4.6% in Q2 2026, buying an estimated $64.6K and bringing the position to 4,511 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #394.

Savvy Advisors Inc first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Savvy Advisors Inc held 4,511 shares of Chubb worth $1.54M as of Q2 2026.
  • Savvy Advisors Inc bought 198 Chubb shares in Q2 2026, an estimated $64.6K.
  • Chubb made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #394 holding.
  • Savvy Advisors Inc first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.