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Sound View Wealth Advisors Group’s Chubb CB Stock Holding History

Sound View Wealth Advisors 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 		$705K Buy
2,069
+48
+2% +$15.7K 0.04% 246
2026
Q1 		$659K Sell
2,021
-2
-0.1% -$642 0.04% 247
2025
Q4 		$631K Buy
2,023
+18
+0.9% +$5.26K 0.04% 244
2025
Q3 		$566K Sell
2,005
-111
-5% -$30.5K 0.04% 259
2025
Q2 		$613K Buy
2,116
+217
+11% +$62.4K 0.05% 246
2025
Q1 		$574K Buy
1,899
+23
+1% +$6.39K 0.05% 237
2024
Q4 		$518K Buy
1,876
+46
+3% +$13.1K 0.04% 258
2024
Q3 		$528K Buy
1,830
+110
+6% +$30.2K 0.04% 248
2024
Q2 		$439K Buy
1,720
+31
+2% +$7.96K 0.05% 248
2024
Q1 		$438K Sell
1,689
-39
-2% -$9.59K 0.05% 256
2023
Q4 		$391K Sell
1,728
-19
-1% -$4.16K 0.04% 267
2023
Q3 		$364K Buy
1,747
+172
+11% +$34.8K 0.05% 263
2023
Q2 		$303K Buy
1,575
+79
+5% +$15.5K 0.04% 286
2023
Q1 		$291K Sell
1,496
-232
-13% -$48.8K 0.04% 283
2022
Q4 		$391K Buy
+1,728
New +$360K 0.04% 267

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 View Wealth Advisors Group's CB Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Chubb (CB) stake by 2.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,069 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #246.

Sound View Wealth Advisors Group first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,069 shares of Chubb worth $705K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 48 Chubb shares in Q2 2026, an estimated $15.7K.
  • Chubb made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #246 holding.
  • Sound View Wealth Advisors Group first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.