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VestGen Advisors’s Chubb CB Stock Holding History

VestGen 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 		$2.8M Buy
8,222
+37
+0.5% +$12.1K 0.08% 239
2026
Q1 		$2.64M Buy
8,185
+663
+9% +$213K 0.07% 245
2025
Q4 		$2.35M Sell
7,522
-518
-6% -$151K 0.1% 218
2025
Q3 		$2.27M Buy
8,040
+3,268
+68% +$899K 0.08% 232
2025
Q2 		$1.38M Buy
4,772
+1,161
+32% +$334K 0.06% 273
2025
Q1 		$1.09M Buy
+3,611
New +$1M 0.05% 297

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

VestGen Advisors's CB Position: Q2 2026 in Review

VestGen Advisors increased its Chubb (CB) stake by 0.45% in Q2 2026, buying an estimated $12.1K and bringing the position to 8,222 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #239.

VestGen Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • VestGen Advisors held 8,222 shares of Chubb worth $2.8M as of Q2 2026.
  • VestGen Advisors bought 37 Chubb shares in Q2 2026, an estimated $12.1K.
  • Chubb made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #239 holding.
  • VestGen Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.