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Tandem Wealth Advisors’s Chubb CB Stock Holding History

Tandem Wealth Advisors’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 		$596K Buy
1,750
+110
+7% +$35.9K 0.24% 37
2026
Q1 		$535K Sell
1,640
-133
-8% -$42.7K 0.24% 35
2025
Q4 		$553K Buy
1,773
+267
+18% +$78.1K 0.25% 34
2025
Q3 		$425K Buy
1,506
+225
+18% +$61.9K 0.2% 36
2025
Q2 		$371K Sell
1,281
-155
-11% -$44.6K 0.18% 36
2025
Q1 		$434K Buy
1,436
+54
+4% +$15K 0.23% 33
2024
Q4 		$382K Buy
1,382
+40
+3% +$11.4K 0.19% 37
2024
Q3 		$387K Sell
1,342
-15
-1% -$4.11K 0.2% 36
2024
Q2 		$346K Hold
1,357
– – 0.19% 37
2024
Q1 		$352K Sell
1,357
-12
-0.9% -$2.95K 0.19% 37
2023
Q4 		$309K Hold
1,369
– – 0.18% 39
2023
Q3 		$285K Sell
1,369
-17
-1% -$3.44K 0.17% 35
2023
Q2 		$267K Buy
1,386
+157
+13% +$30.8K 0.16% 37
2023
Q1 		$239K Hold
1,229
– – 0.15% 38
2022
Q4 		$271K Buy
+1,229
New +$256K 0.17% 39

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

Tandem Wealth Advisors's CB Position: Q2 2026 in Review

Tandem Wealth Advisors increased its Chubb (CB) stake by 6.7% in Q2 2026, buying an estimated $35.9K and bringing the position to 1,750 shares worth $596K. The position accounts for 0.24% of the portfolio, ranked #37.

Tandem Wealth Advisors first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Tandem Wealth Advisors held 1,750 shares of Chubb worth $596K as of Q2 2026.
  • Tandem Wealth Advisors bought 110 Chubb shares in Q2 2026, an estimated $35.9K.
  • Chubb made up 0.24% of Tandem Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Tandem Wealth Advisors first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.