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Univest Financial’s Chubb CB Stock Holding History

Univest Financial’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 		$495K Sell
1,452
-1
-0.1% -$326 0.02% 201
2026
Q1 		$474K Buy
1,453
+1
+0.1% +$321 0.03% 197
2025
Q4 		$453K Buy
1,452
+4
+0.3% +$1.17K 0.02% 203
2025
Q3 		$409K Hold
1,448
– – 0.02% 202
2025
Q2 		$420K Hold
1,448
– – 0.03% 200
2025
Q1 		$437K Buy
1,448
+43
+3% +$11.9K 0.03% 207
2024
Q4 		$388K Hold
1,405
– – 0.02% 216
2024
Q3 		$405K Buy
+1,405
New +$385K 0.03% 215

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

Univest Financial's CB Position: Q2 2026 in Review

Univest Financial reduced its Chubb (CB) stake by 0.07% in Q2 2026, selling an estimated $326 and leaving 1,452 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #201.

Univest Financial first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Univest Financial held 1,452 shares of Chubb worth $495K as of Q2 2026.
  • Univest Financial sold 1 Chubb share in Q2 2026, an estimated $326.
  • Chubb made up 0.02% of Univest Financial's portfolio in Q2 2026, its #201 holding.
  • Univest Financial first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.