SWASL
CB icon

Spartan Wealth Advisory Services LLC’s Chubb CB Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$294K Sell
863
-7
-0.8% -$2.28K 0.02% 263
2026
Q1 		$284K Buy
+870
New +$279K 0.02% 260

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CB Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Chubb (CB) stake by 0.8% in Q2 2026, selling an estimated $2.28K and leaving 863 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #263.

Spartan Wealth Advisory Services LLC first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 863 shares of Chubb worth $294K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 7 Chubb shares in Q2 2026, an estimated $2.28K.
  • Chubb made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #263 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.