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Valued Wealth Advisors’s Chubb CB Stock Holding History

Valued 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 		$40K Buy
117
+9
+8% +$2.94K 0.01% 128
2026
Q1 		$35.4K Buy
108
+4
+4% +$1.28K 0.01% 130
2025
Q4 		$32.6K Buy
104
+4
+4% +$1.17K 0.01% 121
2025
Q3 		$28.3K Sell
100
-15
-13% -$4.13K 0.01% 121
2025
Q2 		$33.3K Buy
115
+1
+0.9% +$288 0.02% 114
2025
Q1 		$34.6K Buy
114
+12
+12% +$3.33K 0.02% 113
2024
Q4 		$28.3K Sell
102
-2
-2% -$568 0.02% 128
2024
Q3 		$30.1K Buy
104
+26
+33% +$7.13K 0.02% 111
2024
Q2 		$20K Buy
78
+12
+18% +$3.08K 0.01% 135
2024
Q1 		$17.2K Buy
66
+36
+120% +$8.85K 0.01% 135
2023
Q4 		$6.3K Buy
+30
New +$6.56K 0.01% 171

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

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

Valued Wealth Advisors increased its Chubb (CB) stake by 8.3% in Q2 2026, buying an estimated $2.94K and bringing the position to 117 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #128.

Valued Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Valued Wealth Advisors held 117 shares of Chubb worth $40K as of Q2 2026.
  • Valued Wealth Advisors bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Valued Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.