Shore Point Advisors’s Chubb CB Stock Holding History

Shore Point 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	$652K	Hold	1,912	–	–	0.22%	44
2026 Q1	$623K	Buy	1,912 +1	+0.1%	+$321	0.25%	45
2025 Q4	$597K	Buy	1,911 +1	+0.1%	+$292	0.25%	44
2025 Q3	$539K	Hold	1,910	–	–	0.24%	44
2025 Q2	$553K	Buy	1,910 +1	+0.1%	+$288	0.27%	43
2025 Q1	$577K	Buy	1,909 +1	+0.1%	+$278	0.31%	37
2024 Q4	$527K	Buy	1,908 +99	+5%	+$28.1K	0.28%	40
2024 Q3	$522K	Buy	1,809 +1	+0.1%	+$274	0.28%	40
2024 Q2	$461K	Buy	1,808 +3	+0.2%	+$770	0.26%	39
2024 Q1	$468K	Buy	1,805 +3	+0.2%	+$738	0.27%	38
2023 Q4	$407K	Buy	1,802 +3	+0.2%	+$656	0.25%	38
2023 Q3	$374K	Buy	1,799 +4	+0.2%	+$809	0.27%	37
2023 Q2	$346K	Buy	1,795 +1	+0.1%	+$196	0.25%	39
2023 Q1	$348K	Buy	+1,794	New	+$377K	0.26%	40
2022 Q1	–	Sell	-199	Closed	-$39K	–	52
2021 Q4	$39K	Buy	+199	New	+$37.4K	0.03%	78

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

Shore Point Advisors's CB Position: Q2 2026 in Review

Shore Point Advisors held its Chubb (CB) position steady in Q2 2026 at 1,912 shares worth $652K. The position accounts for 0.22% of the portfolio, ranked #44.

Shore Point Advisors first reported a position in CB in Q4 2021 and has held it in 15 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Shore Point Advisors held 1,912 shares of Chubb worth $652K as of Q2 2026.
Shore Point Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.22% of Shore Point Advisors's portfolio in Q2 2026, its #44 holding.
Shore Point Advisors first reported a position in Chubb in Q4 2021 and has held it in 15 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.