Seven Mile Advisory’s Chubb CB Stock Holding History

Seven Mile Advisory’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	–	Sell	-685	Closed	-$223K	–	169
2026 Q1	$223K	Sell	685 -234	-25%	-$75.1K	0.16%	151
2025 Q4	$287K	Sell	919 -47	-5%	-$13.7K	0.05%	179
2025 Q3	$273K	Buy	+966	New	+$266K	0.04%	222

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

Seven Mile Advisory's CB Position: Q2 2026 in Review

Seven Mile Advisory sold out of Chubb (CB) in Q2 2026, closing a stake of 685 shares — an estimated $223K sold.

Seven Mile Advisory first reported a position in CB in Q3 2025 and held it in 3 quarters. The position peaked at $287K in Q4 2025. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Seven Mile Advisory reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Seven Mile Advisory sold 685 Chubb shares in Q2 2026, an estimated $223K.
Seven Mile Advisory first reported a position in Chubb in Q3 2025 and held it in 3 quarters.
Seven Mile Advisory's Chubb position peaked at $287K in Q4 2025.
2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.