SMA
CB icon

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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Seven Mile Advisory's CB Position: Q1 2026 in Review

Seven Mile Advisory reduced its Chubb (CB) stake by 25% in Q1 2026, selling an estimated $75.1K and leaving 685 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #151.

Seven Mile Advisory first reported a position in CB in Q3 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Seven Mile Advisory held 685 shares of Chubb worth $223K as of Q1 2026.
  • Seven Mile Advisory sold 234 Chubb shares in Q1 2026, an estimated $75.1K.
  • Chubb made up 0.16% of Seven Mile Advisory's portfolio in Q1 2026, its #151 holding.
  • Seven Mile Advisory first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • Seven Mile Advisory's Chubb position peaked at $287K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.