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Sequoia Financial Advisors’s Chubb CB Stock Holding History

Sequoia Financial 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 		$9.06M Sell
26,597
-682
-3% -$222K 0.05% 242
2026
Q1 		$8.89M Sell
27,279
-1
-0% -$321 0.05% 219
2025
Q4 		$8.51M Buy
27,280
+2,737
+11% +$800K 0.05% 222
2025
Q3 		$6.93M Buy
24,543
+2,199
+10% +$605K 0.04% 252
2025
Q2 		$6.47M Buy
22,344
+1,162
+5% +$334K 0.04% 238
2025
Q1 		$6.4M Sell
21,182
-2,755
-12% -$766K 0.05% 237
2024
Q4 		$6.61M Buy
23,937
+2,590
+12% +$735K 0.06% 223
2024
Q3 		$6.16M Buy
21,347
+14,340
+205% +$3.93M 0.07% 197
2024
Q2 		$1.79M Buy
7,007
+187
+3% +$48K 0.02% 356
2024
Q1 		$1.77M Sell
6,820
-2,133
-24% -$524K 0.02% 351
2023
Q4 		$2.02M Buy
8,953
+4,451
+99% +$973K 0.03% 350
2023
Q3 		$937K Sell
4,502
-146
-3% -$29.5K 0.02% 355
2023
Q2 		$895K Buy
4,648
+239
+5% +$46.8K 0.02% 367
2023
Q1 		$856K Sell
4,409
-278
-6% -$58.4K 0.02% 343
2022
Q4 		$1.03M Buy
4,687
+1,899
+68% +$395K 0.03% 284
2022
Q3 		$507K Sell
2,788
-496
-15% -$94.2K 0.02% 292
2022
Q2 		$646K Buy
3,284
+255
+8% +$52.5K 0.02% 287
2022
Q1 		$648K Buy
3,029
+1,134
+60% +$230K 0.02% 309
2021
Q4 		$366K Buy
+1,895
New +$356K 0.01% 395
2021
Q3 		– Sell
-1,407
Closed -$224K – 286
2021
Q2 		$224K Buy
1,407
+134
+11% +$22.2K 0.01% 433
2021
Q1 		$201K Sell
1,273
-50
-4% -$8.06K 0.01% 419
2020
Q4 		$204K Buy
+1,323
New +$185K 0.01% 394
2018
Q2 		– Sell
-1,663
Closed -$227K – 313
2018
Q1 		$227K Sell
1,663
-33
-2% -$4.78K 0.02% 266
2017
Q4 		$248K Buy
1,696
+68
+4% +$10.2K 0.03% 252
2017
Q3 		$232K Buy
1,628
+89
+6% +$12.9K 0.03% 247
2017
Q2 		$224K Hold
1,539
– – 0.03% 247
2017
Q1 		$210K Buy
+1,539
New +$207K 0.03% 255

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

Sequoia Financial Advisors's CB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Chubb (CB) stake by 2.5% in Q2 2026, selling an estimated $222K and leaving 26,597 shares worth $9.06M. The position accounts for 0.05% of the portfolio, ranked #242.

Sequoia Financial Advisors first reported a position in CB in Q1 2017 and has held it in 27 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sequoia Financial Advisors held 26,597 shares of Chubb worth $9.06M as of Q2 2026.
  • Sequoia Financial Advisors sold 682 Chubb shares in Q2 2026, an estimated $222K.
  • Chubb made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Sequoia Financial Advisors first reported a position in Chubb in Q1 2017 and has held it in 27 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.