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Strategic Financial Services’s Chubb CB Stock Holding History

Strategic 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 		$711K Hold
2,087
– – 0.03% 90
2026
Q1 		$680K Buy
2,087
+34
+2% +$10.9K 0.03% 89
2025
Q4 		$679K Hold
2,053
– – 0.03% 86
2025
Q3 		$579K Buy
2,053
+3
+0.1% +$826 0.03% 87
2025
Q2 		$594K Hold
2,050
– – 0.03% 81
2025
Q1 		$619K Hold
2,050
– – 0.04% 75
2024
Q4 		$566K Buy
2,050
+150
+8% +$42.6K 0.03% 85
2024
Q3 		$548K Hold
1,900
– – 0.03% 86
2024
Q2 		$485K Buy
+1,900
New +$488K 0.03% 89

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

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

Strategic Financial Services held its Chubb (CB) position steady in Q2 2026 at 2,087 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #90.

Strategic Financial Services first reported a position in CB in Q2 2024 and has held it in 9 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Strategic Financial Services held 2,087 shares of Chubb worth $711K as of Q2 2026.
  • Strategic Financial Services left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Strategic Financial Services's portfolio in Q2 2026, its #90 holding.
  • Strategic Financial Services first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.