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Stiles Financial Services’s Chubb CB Stock Holding History

Stiles Financial Services’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 		$664K Sell
1,948
-84
-4% -$27.4K 0.17% 109
2026
Q1 		$662K Sell
2,032
-473
-19% -$152K 0.2% 105
2025
Q4 		$782K Sell
2,505
-313
-11% -$91.5K 0.24% 94
2025
Q3 		$795K Sell
2,818
-262
-9% -$72.1K 0.25% 89
2025
Q2 		$893K Buy
3,080
+155
+5% +$44.6K 0.31% 85
2025
Q1 		$885K Sell
2,925
-240
-8% -$66.7K 0.34% 83
2024
Q4 		$875K Buy
3,165
+541
+21% +$154K 0.32% 84
2024
Q3 		$758K Sell
2,624
-37
-1% -$10.1K 0.27% 89
2024
Q2 		$679K Buy
2,661
+494
+23% +$127K 0.26% 88
2024
Q1 		$562K Buy
2,167
+824
+61% +$203K 0.23% 101
2023
Q4 		$304K Buy
+1,343
New +$294K 0.14% 131

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

Stiles Financial Services's CB Position: Q2 2026 in Review

Stiles Financial Services reduced its Chubb (CB) stake by 4.1% in Q2 2026, selling an estimated $27.4K and leaving 1,948 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #109.

Stiles Financial Services first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $893K in Q2 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Stiles Financial Services held 1,948 shares of Chubb worth $664K as of Q2 2026.
  • Stiles Financial Services sold 84 Chubb shares in Q2 2026, an estimated $27.4K.
  • Chubb made up 0.17% of Stiles Financial Services's portfolio in Q2 2026, its #109 holding.
  • Stiles Financial Services first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Stiles Financial Services's Chubb position peaked at $893K in Q2 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.