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Trifecta Capital Advisors’s Chubb CB Stock Holding History

Trifecta Capital 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 		$2.39K Buy
+7
New +$2.28K ﹤0.01% 293
2025
Q4 		– Sell
-17
Closed -$4.8K – 287
2025
Q3 		$4.8K Sell
17
-130
-88% -$35.8K ﹤0.01% 271
2025
Q2 		$42.6K Buy
147
+130
+765% +$37.4K 0.01% 178
2025
Q1 		$5.13K Hold
17
– – ﹤0.01% 238
2024
Q4 		$4.7K Sell
17
-54
-76% -$15.3K ﹤0.01% 233
2024
Q3 		$20.5K Buy
71
+54
+318% +$14.8K ﹤0.01% 189
2024
Q2 		$4.34K Hold
17
– – ﹤0.01% 249
2024
Q1 		$4.41K Hold
17
– – ﹤0.01% 236
2023
Q4 		$3.84K Hold
17
– – ﹤0.01% 268
2023
Q3 		$3.54K Hold
17
– – ﹤0.01% 255
2023
Q2 		$3.27K Hold
17
– – ﹤0.01% 253
2023
Q1 		$3.3K Hold
17
– – ﹤0.01% 254
2022
Q4 		$3.75K Buy
+17
New +$3.54K ﹤0.01% 237

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

Trifecta Capital Advisors's CB Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Chubb (CB) in Q2 2026: 7 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in CB as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in CB in Q4 2022 and has held it in 13 quarters since. The position peaked at $42.6K in Q2 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Trifecta Capital Advisors held 7 shares of Chubb worth $2.39K as of Q2 2026.
  • Chubb was a new Trifecta Capital Advisors position in Q2 2026.
  • Chubb made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #293 holding.
  • Trifecta Capital Advisors first reported a position in Chubb in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's Chubb position peaked at $42.6K in Q2 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.