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Souders Financial Advisors’s Chubb CB Stock Holding History

Souders Financial 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 		$387K Sell
1,136
-236
-17% -$77K 0.04% 167
2026
Q1 		$447K Buy
1,372
+126
+10% +$40.4K 0.05% 153
2025
Q4 		$389K Buy
1,246
+68
+6% +$19.9K 0.04% 159
2025
Q3 		$332K Buy
1,178
+154
+15% +$42.4K 0.04% 168
2025
Q2 		$297K Buy
1,024
+333
+48% +$95.8K 0.04% 168
2025
Q1 		$209K Buy
+691
New +$192K 0.03% 179
2023
Q1 		– Sell
-1,043
Closed -$230K – 150
2022
Q4 		$230K Buy
+1,043
New +$217K 0.05% 143
2022
Q3 		– Sell
-1,100
Closed -$216K – 146
2022
Q2 		$216K Buy
1,100
+14
+1% +$2.88K 0.06% 130
2022
Q1 		$232K Buy
+1,086
New +$221K 0.07% 129

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

Souders Financial Advisors's CB Position: Q2 2026 in Review

Souders Financial Advisors reduced its Chubb (CB) stake by 17% in Q2 2026, selling an estimated $77K and leaving 1,136 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #167.

Souders Financial Advisors first reported a position in CB in Q1 2022 and has held it in 9 quarters since. The position peaked at $447K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Souders Financial Advisors held 1,136 shares of Chubb worth $387K as of Q2 2026.
  • Souders Financial Advisors sold 236 Chubb shares in Q2 2026, an estimated $77K.
  • Chubb made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Souders Financial Advisors first reported a position in Chubb in Q1 2022 and has held it in 9 quarters since.
  • Souders Financial Advisors's Chubb position peaked at $447K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.