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Soltis Investment Advisors’s Chubb CB Stock Holding History

Soltis Investment 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 		$1.09M Buy
3,194
+122
+4% +$39.8K 0.06% 229
2026
Q1 		$1M Buy
3,072
+206
+7% +$66.1K 0.06% 221
2025
Q4 		$894K Buy
2,866
+1,216
+74% +$356K 0.06% 226
2025
Q3 		$466K Sell
1,650
-87
-5% -$23.9K 0.03% 308
2025
Q2 		$503K Buy
1,737
+302
+21% +$86.9K 0.04% 255
2025
Q1 		$433K Buy
1,435
+77
+6% +$21.4K 0.04% 252
2024
Q4 		$375K Buy
1,358
+95
+8% +$27K 0.03% 264
2024
Q3 		$364K Buy
1,263
+163
+15% +$44.7K 0.04% 257
2024
Q2 		$281K Sell
1,100
-13,105
-92% -$3.37M 0.03% 270
2024
Q1 		$3.68M Buy
+14,205
New +$3.49M 0.41% 81
2022
Q4 		– Sell
-15,541
Closed -$2.83M – 252
2022
Q3 		$2.83M Buy
15,541
+1,274
+9% +$242K 0.43% 75
2022
Q2 		$2.81M Buy
+14,267
New +$2.94M 0.41% 68

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

Soltis Investment Advisors's CB Position: Q2 2026 in Review

Soltis Investment Advisors increased its Chubb (CB) stake by 4% in Q2 2026, buying an estimated $39.8K and bringing the position to 3,194 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #229.

Soltis Investment Advisors first reported a position in CB in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.68M in Q1 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Soltis Investment Advisors held 3,194 shares of Chubb worth $1.09M as of Q2 2026.
  • Soltis Investment Advisors bought 122 Chubb shares in Q2 2026, an estimated $39.8K.
  • Chubb made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #229 holding.
  • Soltis Investment Advisors first reported a position in Chubb in Q2 2022 and has held it in 12 quarters since.
  • Soltis Investment Advisors's Chubb position peaked at $3.68M in Q1 2024.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.