U.S. Capital Wealth Advisors’s Chubb CB Stock Holding History

U.S. Capital 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 Q1	$2.41M	Buy	7,406 +293	+4%	+$94K	0.06%	308
2025 Q4	$2.22M	Sell	7,113 -399	-5%	-$117K	0.06%	315
2025 Q3	$2.12M	Sell	7,512 -170	-2%	-$46.8K	0.06%	320
2025 Q2	$2.23M	Sell	7,682 -2,320	-23%	-$668K	0.07%	279
2025 Q1	$3.02M	Buy	10,002 +1,347	+16%	+$374K	0.09%	224
2024 Q4	$2.39M	Sell	8,655 -7,981	-48%	-$2.27M	0.07%	267
2024 Q3	$4.8M	Buy	16,636 +2,102	+14%	+$576K	0.17%	132
2024 Q2	$3.71M	Sell	14,534 -830	-5%	-$213K	0.14%	146
2024 Q1	$3.98M	Sell	15,364 -2,315	-13%	-$569K	0.15%	143
2023 Q4	$4M	Buy	17,679 +8,638	+96%	+$1.89M	0.16%	136
2023 Q3	$1.88M	Buy	9,041 +105	+1%	+$21.2K	0.08%	204
2023 Q2	$1.72M	Buy	8,936 +187	+2%	+$36.6K	0.08%	238
2023 Q1	$1.7M	Sell	8,749 -516	-6%	-$108K	0.08%	232
2022 Q4	$2.04M	Sell	9,265 -75	-0.8%	-$15.6K	0.09%	200
2022 Q3	$1.7M	Sell	9,340 -167	-2%	-$31.7K	0.09%	222
2022 Q2	$1.87M	Buy	9,507 +1	+0%	+$206	0.08%	227
2022 Q1	$2.03M	Sell	9,506 -494	-5%	-$100K	0.07%	248
2021 Q4	$1.93M	Buy	10,000 +19	+0.2%	+$3.57K	0.08%	266
2021 Q3	$1.73M	Buy	+9,981	New	+$1.75M	0.08%	276

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's CB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Chubb (CB) stake by 4.1% in Q1 2026, buying an estimated $94K and bringing the position to 7,406 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #308.

U.S. Capital Wealth Advisors first reported a position in CB in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.8M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

U.S. Capital Wealth Advisors held 7,406 shares of Chubb worth $2.41M as of Q1 2026.
U.S. Capital Wealth Advisors bought 293 Chubb shares in Q1 2026, an estimated $94K.
Chubb made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #308 holding.
U.S. Capital Wealth Advisors first reported a position in Chubb in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Chubb position peaked at $4.8M in Q3 2024.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.