Tulsa Wealth Advisors’s Chubb CB Stock Holding History

Tulsa 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	$5.92M	Buy	17,385 +654	+4%	+$213K	0.83%	26
2026 Q1	$5.45M	Buy	+16,731	New	+$5.37M	0.96%	23

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Tulsa Wealth Advisors increased its Chubb (CB) stake by 3.9% in Q2 2026, buying an estimated $213K and bringing the position to 17,385 shares worth $5.92M. The position accounts for 0.83% of the portfolio, ranked #26.

Tulsa Wealth Advisors first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Tulsa Wealth Advisors held 17,385 shares of Chubb worth $5.92M as of Q2 2026.
Tulsa Wealth Advisors bought 654 Chubb shares in Q2 2026, an estimated $213K.
Chubb made up 0.83% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Tulsa Wealth Advisors first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.