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Waverly Advisors’s Chubb CB Stock Holding History

Waverly 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 		$8.02M Sell
23,531
-1,672
-7% -$545K 0.05% 334
2026
Q1 		$8.21M Buy
25,203
+1,916
+8% +$615K 0.06% 304
2025
Q4 		$7.27M Buy
23,287
+12,891
+124% +$3.77M 0.06% 304
2025
Q3 		$2.93M Buy
10,396
+1,857
+22% +$511K 0.03% 424
2025
Q2 		$2.47M Buy
8,539
+954
+13% +$275K 0.03% 453
2025
Q1 		$2.29M Buy
7,585
+395
+5% +$110K 0.03% 449
2024
Q4 		$1.99M Buy
7,190
+2,002
+39% +$569K 0.03% 388
2024
Q3 		$1.5M Sell
5,188
-167
-3% -$45.8K 0.03% 379
2024
Q2 		$1.37M Buy
5,355
+123
+2% +$31.6K 0.03% 382
2024
Q1 		$1.36M Buy
5,232
+3,680
+237% +$905K 0.03% 319
2023
Q4 		$351K Buy
1,552
+392
+34% +$85.7K 0.01% 340
2023
Q3 		$241K Buy
+1,160
New +$235K 0.01% 361
2023
Q1 		– Sell
-973
Closed -$215K – 299
2022
Q4 		$215K Buy
+973
New +$202K 0.01% 262
2018
Q1 		– Sell
-3,388
Closed -$496K – 209
2017
Q4 		$496K Buy
3,388
+297
+10% +$44.4K 0.07% 147
2017
Q3 		$441K Sell
3,091
-50
-2% -$7.24K 0.1% 143
2017
Q2 		$457K Sell
3,141
-118
-4% -$16.6K 0.11% 138
2017
Q1 		$444K Buy
3,259
+439
+16% +$59K 0.12% 139
2016
Q4 		$373K Buy
2,820
+1,145
+68% +$146K 0.14% 68
2016
Q3 		$210K Buy
+1,675
New +$213K 0.09% 94
2015
Q2 		– Sell
-95
Closed -$11K – 362
2015
Q1 		$11K Hold
95
– – 0.01% 249
2014
Q4 		$11K Sell
95
-54
-36% -$5.98K 0.01% 293
2014
Q3 		$16K Hold
149
– – 0.01% 379
2014
Q2 		$15K Hold
149
– – 0.01% 372
2014
Q1 		$15K Sell
149
-18
-11% -$1.75K 0.01% 362
2013
Q4 		$17K Buy
167
+149
+828% +$14.6K 0.01% 482
2013
Q3 		$2K Buy
+18
New +$1.65K ﹤0.01% 533

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

Waverly Advisors's CB Position: Q2 2026 in Review

Waverly Advisors reduced its Chubb (CB) stake by 6.6% in Q2 2026, selling an estimated $545K and leaving 23,531 shares worth $8.02M. The position accounts for 0.05% of the portfolio, ranked #334.

Waverly Advisors first reported a position in CB in Q3 2013 and has held it in 26 quarters since. The position peaked at $8.21M in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Waverly Advisors held 23,531 shares of Chubb worth $8.02M as of Q2 2026.
  • Waverly Advisors sold 1,672 Chubb shares in Q2 2026, an estimated $545K.
  • Chubb made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #334 holding.
  • Waverly Advisors first reported a position in Chubb in Q3 2013 and has held it in 26 quarters since.
  • Waverly Advisors's Chubb position peaked at $8.21M in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.