SWA
CB icon

SFMG Wealth Advisors’s Chubb CB Stock Holding History

SFMG Wealth 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 		$487K Buy
1,431
+121
+9% +$39.5K 0.03% 198
2026
Q1 		$427K Hold
1,310
– – 0.03% 206
2025
Q4 		$409K Buy
1,310
+1
+0.1% +$292 0.03% 208
2025
Q3 		$370K Buy
1,309
+8
+0.6% +$2.2K 0.03% 209
2025
Q2 		$377K Sell
1,301
-18
-1% -$5.18K 0.03% 185
2025
Q1 		$398K Buy
1,319
+46
+4% +$12.8K 0.03% 170
2024
Q4 		$352K Sell
1,273
-408
-24% -$116K 0.03% 181
2024
Q3 		$485K Buy
1,681
+40
+2% +$11K 0.04% 145
2024
Q2 		$419K Buy
1,641
+104
+7% +$26.7K 0.04% 160
2024
Q1 		$398K Buy
1,537
+4
+0.3% +$983 0.03% 170
2023
Q4 		$346K Buy
1,533
+45
+3% +$9.84K 0.03% 175
2023
Q3 		$310K Buy
1,488
+39
+3% +$7.88K 0.03% 175
2023
Q2 		$279K Sell
1,449
-249
-15% -$48.8K 0.03% 185
2023
Q1 		$330K Buy
1,698
+80
+5% +$16.8K 0.04% 167
2022
Q4 		$357K Buy
1,618
+123
+8% +$25.6K 0.04% 164
2022
Q3 		$277K Buy
1,495
+314
+27% +$59.6K 0.03% 180
2022
Q2 		$232K Buy
1,181
+40
+4% +$8.24K 0.03% 212
2022
Q1 		$244K Buy
+1,141
New +$232K 0.02% 233

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

SFMG Wealth Advisors's CB Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Chubb (CB) stake by 9.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 1,431 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #198.

SFMG Wealth Advisors first reported a position in CB in Q1 2022 and has held it in 18 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • SFMG Wealth Advisors held 1,431 shares of Chubb worth $487K as of Q2 2026.
  • SFMG Wealth Advisors bought 121 Chubb shares in Q2 2026, an estimated $39.5K.
  • Chubb made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • SFMG Wealth Advisors first reported a position in Chubb in Q1 2022 and has held it in 18 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.