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USA Financial Formulas’s Chubb CB Stock Holding History

USA Financial Formulas’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 		$184K Buy
539
+322
+148% +$105K 0.03% 145
2026
Q1 		$70.7K Sell
217
-149
-41% -$47.8K 0.01% 196
2025
Q4 		$114K Sell
366
-150
-29% -$43.9K 0.02% 186
2025
Q3 		$146K Sell
516
-864
-63% -$238K 0.03% 170
2025
Q2 		$400K Buy
1,380
+4
+0.3% +$1.15K 0.07% 96
2025
Q1 		$416K Sell
1,376
-410
-23% -$114K 0.07% 88
2024
Q4 		$493K Sell
1,786
-644
-27% -$183K 0.08% 96
2024
Q3 		$701K Sell
2,430
-4,219
-63% -$1.16M 0.11% 82
2024
Q2 		$1.7M Buy
6,649
+12
+0.2% +$3.08K 0.28% 21
2024
Q1 		$1.72M Buy
6,637
+4,869
+275% +$1.2M 0.28% 23
2023
Q4 		$400K Buy
1,768
+1,747
+8,319% +$382K 0.07% 95
2023
Q3 		$4.37K Hold
21
– – 0.01% 257
2023
Q2 		$4.04K Hold
21
– – 0.01% 231
2023
Q1 		$4.08K Buy
+21
New +$4.41K 0.01% 179
2022
Q3 		$2K Sell
10
-3,628
-100% -$689K ﹤0.01% 165
2022
Q2 		$715K Buy
3,638
+3,628
+36,280% +$747K 0.89% 56
2022
Q1 		$2K Hold
10
– – ﹤0.01% 222
2021
Q4 		$2K Hold
10
– – ﹤0.01% 254
2021
Q3 		$2K Hold
10
– – ﹤0.01% 308
2021
Q2 		$2K Buy
+10
New +$1.66K ﹤0.01% 297
2020
Q3 		– Sell
-15
Closed -$2K – 324
2020
Q2 		$2K Buy
+15
New +$1.74K ﹤0.01% 116
2017
Q3 		– Sell
-20,228
Closed -$2.94M – 258
2017
Q2 		$2.94M Buy
+20,228
New +$2.85M 0.71% 60
2016
Q4 		– Sell
-20,103
Closed -$2.53M – 260
2016
Q3 		$2.53M Sell
20,103
-1,882
-9% -$239K 0.65% 61
2016
Q2 		$2.87M Buy
+21,985
New +$2.71M 0.79% 41

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

USA Financial Formulas's CB Position: Q2 2026 in Review

USA Financial Formulas increased its Chubb (CB) stake by 148% in Q2 2026, buying an estimated $105K and bringing the position to 539 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #145.

USA Financial Formulas first reported a position in CB in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.94M in Q2 2017. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • USA Financial Formulas held 539 shares of Chubb worth $184K as of Q2 2026.
  • USA Financial Formulas bought 322 Chubb shares in Q2 2026, an estimated $105K.
  • Chubb made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #145 holding.
  • USA Financial Formulas first reported a position in Chubb in Q2 2016 and has held it in 24 quarters since.
  • USA Financial Formulas's Chubb position peaked at $2.94M in Q2 2017.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.