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Warren Street Wealth Advisors’s Chubb CB Stock Holding History

Warren Street 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 		$228K Buy
668
+34
+5% +$11.1K 0.05% 129
2026
Q1 		$207K Buy
+634
New +$203K 0.05% 121

Other funds holding CB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Warren Street Wealth Advisors's CB Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Chubb (CB) stake by 5.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 668 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #129.

Warren Street Wealth Advisors first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 1,348 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Warren Street Wealth Advisors held 668 shares of Chubb worth $228K as of Q2 2026.
  • Warren Street Wealth Advisors bought 34 Chubb shares in Q2 2026, an estimated $11.1K.
  • Chubb made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Warren Street Wealth Advisors first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.