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Symphony Financial’s Chubb CB Stock Holding History

Symphony Financial’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 		$373K Sell
1,093
-475
-30% -$155K 0.04% 232
2026
Q1 		$511K Buy
1,568
+43
+3% +$13.8K 0.07% 162
2025
Q4 		$476K Buy
+1,525
New +$446K 0.06% 171
2025
Q3 		– Sell
-1,985
Closed -$214K – 275
2025
Q2 		$214K Buy
+1,985
New +$571K 0.03% 242
2022
Q2 		– Sell
-1,001
Closed -$213K – 184
2022
Q1 		$213K Buy
+1,001
New +$203K 0.05% 183

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

Symphony Financial's CB Position: Q2 2026 in Review

Symphony Financial reduced its Chubb (CB) stake by 30% in Q2 2026, selling an estimated $155K and leaving 1,093 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #232.

Symphony Financial first reported a position in CB in Q1 2022 and has held it in 5 quarters since. The position peaked at $511K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Symphony Financial held 1,093 shares of Chubb worth $373K as of Q2 2026.
  • Symphony Financial sold 475 Chubb shares in Q2 2026, an estimated $155K.
  • Chubb made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #232 holding.
  • Symphony Financial first reported a position in Chubb in Q1 2022 and has held it in 5 quarters since.
  • Symphony Financial's Chubb position peaked at $511K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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