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True Link Financial Advisors’s Chubb CB Stock Holding History

True Link Financial 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 		– Sell
-101
Closed -$32.9K – 141
2026
Q1 		$32.9K Buy
+101
New +$32.4K ﹤0.01% 251
2022
Q1 		– Sell
-17
Closed -$3K – 151
2021
Q4 		$3K Sell
17
-10
-37% -$1.88K ﹤0.01% 705
2021
Q3 		$5K Hold
27
– – ﹤0.01% 669
2021
Q2 		$4K Buy
27
+10
+59% +$1.66K ﹤0.01% 620
2021
Q1 		$3K Sell
17
-356
-95% -$57.4K ﹤0.01% 660
2020
Q4 		$57K Buy
+373
New +$52.3K 0.01% 508

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

True Link Financial Advisors's CB Position: Q2 2026 in Review

True Link Financial Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 101 shares — an estimated $32.9K sold.

True Link Financial Advisors first reported a position in CB in Q4 2020 and held it in 6 quarters. The position peaked at $57K in Q4 2020. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • True Link Financial Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 101 Chubb shares in Q2 2026, an estimated $32.9K.
  • True Link Financial Advisors first reported a position in Chubb in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's Chubb position peaked at $57K in Q4 2020.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.