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SYM Financial Corp’s Chubb CB Stock Holding History

SYM Financial Corp’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 		$1.17M Buy
3,447
+32
+0.9% +$10.4K 0.09% 64
2026
Q1 		$1.11M Buy
3,415
+216
+7% +$69.3K 0.11% 55
2025
Q4 		$998K Buy
3,199
+1,003
+46% +$293K 0.1% 56
2025
Q3 		$620K Buy
2,196
+371
+20% +$102K 0.07% 91
2025
Q2 		$529K Buy
1,825
+612
+50% +$176K 0.06% 118
2025
Q1 		$366K Sell
1,213
-25
-2% -$6.95K 0.05% 144
2024
Q4 		$342K Buy
1,238
+192
+18% +$54.5K 0.04% 135
2024
Q3 		$302K Buy
1,046
+250
+31% +$68.5K 0.04% 114
2024
Q2 		$203K Buy
+796
New +$204K 0.03% 155

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

SYM Financial Corp's CB Position: Q2 2026 in Review

SYM Financial Corp increased its Chubb (CB) stake by 0.94% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,447 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #64.

SYM Financial Corp first reported a position in CB in Q2 2024 and has held it in 9 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • SYM Financial Corp held 3,447 shares of Chubb worth $1.17M as of Q2 2026.
  • SYM Financial Corp bought 32 Chubb shares in Q2 2026, an estimated $10.4K.
  • Chubb made up 0.09% of SYM Financial Corp's portfolio in Q2 2026, its #64 holding.
  • SYM Financial Corp first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.