Schneider Downs Wealth Management Advisors’s Chubb CB Stock Holding History

Schneider Downs Wealth Management 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	$280K	Hold	822	–	–	0.03%	141
2026 Q1	$268K	Hold	822	–	–	0.03%	133
2025 Q4	$256K	Buy	+822	New	+$240K	0.03%	136
2022 Q4	–	Sell	-1,312	Closed	-$239K	–	119
2022 Q3	$239K	Hold	1,312	–	–	0.07%	111
2022 Q2	$258K	Hold	1,312	–	–	0.07%	108
2022 Q1	$281K	Buy	1,312 +151	+13%	+$30.7K	0.07%	112
2021 Q4	$224K	Hold	1,161	–	–	0.05%	143
2021 Q3	$201K	Buy	+1,161	New	+$204K	0.05%	143

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

Schneider Downs Wealth Management Advisors's CB Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Chubb (CB) position steady in Q2 2026 at 822 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #141.

Schneider Downs Wealth Management Advisors first reported a position in CB in Q3 2021 and has held it in 8 quarters since. The position peaked at $281K in Q1 2022. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Schneider Downs Wealth Management Advisors held 822 shares of Chubb worth $280K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #141 holding.
Schneider Downs Wealth Management Advisors first reported a position in Chubb in Q3 2021 and has held it in 8 quarters since.
Schneider Downs Wealth Management Advisors's Chubb position peaked at $281K in Q1 2022.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.