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Sound Financial Strategies Group’s Chubb CB Stock Holding History

Sound Financial Strategies Group’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 		$302K Buy
886
+6
+0.7% +$1.96K 0.19% 85
2026
Q1 		$287K Sell
880
-1,339
-60% -$430K 0.2% 79
2025
Q4 		$693K Sell
2,219
-244
-10% -$71.3K 0.49% 53
2025
Q3 		$695K Sell
2,463
-252
-9% -$69.4K 0.51% 63
2025
Q2 		$787K Sell
2,715
-3
-0.1% -$863 0.67% 42
2025
Q1 		$821K Sell
2,718
-487
-15% -$135K 0.73% 27
2024
Q4 		$886K Buy
3,205
+363
+13% +$103K 0.74% 20
2024
Q3 		$820K Buy
2,842
+44
+2% +$12.1K 0.66% 32
2024
Q2 		$714K Buy
2,798
+248
+10% +$63.7K 0.62% 32
2024
Q1 		$661K Sell
2,550
-40
-2% -$9.84K 0.55% 27
2023
Q4 		$585K Sell
2,590
-1,523
-37% -$333K 0.49% 37
2023
Q3 		$856K Buy
+4,113
New +$831K 0.71% 34
2023
Q1 		– Sell
-4,919
Closed -$1.09M – 64
2022
Q4 		$1.09M Buy
+4,919
New +$1.02M 0.79% 24
2022
Q2 		– Sell
-7,686
Closed -$1.64M – 50
2022
Q1 		$1.64M Buy
7,686
+4,044
+111% +$822K 0.91% 15
2021
Q4 		$704K Sell
3,642
-130
-3% -$24.4K 0.35% 43
2021
Q3 		$654K Sell
3,772
-71
-2% -$12.4K 0.33% 39
2021
Q2 		$611K Buy
3,843
+88
+2% +$14.6K 0.3% 61
2021
Q1 		$593K Buy
+3,755
New +$605K 0.3% 52
2020
Q4 		– Sell
-3,703
Closed -$430K – 85
2020
Q3 		$430K Sell
3,703
-70
-2% -$8.79K 0.27% 46
2020
Q2 		$478K Sell
3,773
-1
-0% -$116 0.31% 35
2020
Q1 		$422K Sell
3,774
-3,613
-49% -$518K 0.29% 37
2019
Q4 		$1.15M Buy
+7,387
New +$1.13M 0.73% 54

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

Sound Financial Strategies Group's CB Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Chubb (CB) stake by 0.68% in Q2 2026, buying an estimated $1.96K and bringing the position to 886 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #85.

Sound Financial Strategies Group first reported a position in CB in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.64M in Q1 2022. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sound Financial Strategies Group held 886 shares of Chubb worth $302K as of Q2 2026.
  • Sound Financial Strategies Group bought 6 Chubb shares in Q2 2026, an estimated $1.96K.
  • Chubb made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #85 holding.
  • Sound Financial Strategies Group first reported a position in Chubb in Q4 2019 and has held it in 22 quarters since.
  • Sound Financial Strategies Group's Chubb position peaked at $1.64M in Q1 2022.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.