UP Strategic Wealth Investment Advisors’s Chubb CB Stock Holding History

UP Strategic Wealth Investment 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	$203K	Buy	+576	New	+$188K	0.12%	100

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

UP Strategic Wealth Investment Advisors's CB Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Chubb (CB) in Q2 2026: 576 shares worth $203K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings.

2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

UP Strategic Wealth Investment Advisors held 576 shares of Chubb worth $203K as of Q2 2026.
Chubb was a new UP Strategic Wealth Investment Advisors position in Q2 2026.
Chubb made up 0.12% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #100 holding.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.