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Visionary Wealth Advisors’s Chubb CB Stock Holding History

Visionary 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
Q1 		$384K Buy
1,177
+276
+31% +$88.5K 0.02% 463
2025
Q4 		$281K Hold
901
– – 0.01% 509
2025
Q3 		$254K Buy
901
+13
+1% +$3.58K 0.01% 525
2025
Q2 		$257K Sell
888
-129
-13% -$37.1K 0.01% 496
2025
Q1 		$307K Buy
1,017
+102
+11% +$28.3K 0.02% 436
2024
Q4 		$253K Sell
915
-19
-2% -$5.39K 0.01% 477
2024
Q3 		$269K Hold
934
– – 0.02% 460
2024
Q2 		$238K Buy
+934
New +$240K 0.02% 455
2021
Q1 		– Sell
-1,395
Closed -$215K – 317
2020
Q4 		$215K Buy
+1,395
New +$196K 0.02% 284

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Visionary Wealth Advisors's CB Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Chubb (CB) stake by 31% in Q1 2026, buying an estimated $88.5K and bringing the position to 1,177 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #463.

Visionary Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 9 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Visionary Wealth Advisors held 1,177 shares of Chubb worth $384K as of Q1 2026.
  • Visionary Wealth Advisors bought 276 Chubb shares in Q1 2026, an estimated $88.5K.
  • Chubb made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #463 holding.
  • Visionary Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 9 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.