Wealth Advisory Solutions’s Chubb CB Stock Holding History

Wealth Advisory Solutions’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	$5.58M	Sell	16,370 -1,687	-9%	-$550K	1.15%	20
2026 Q1	$5.89M	Buy	18,057 +105	+0.6%	+$33.7K	1.31%	18
2025 Q4	$5.6M	Sell	17,952 -89	-0.5%	-$26K	1.31%	16
2025 Q3	$5.09M	Hold	18,041	–	–	1.23%	20
2025 Q2	$5.23M	Hold	18,041	–	–	1.32%	17
2025 Q1	$5.45M	Sell	18,041 -1,548	-8%	-$430K	1.44%	16
2024 Q4	$5.41M	Buy	19,589 +10,050	+105%	+$2.85M	1.52%	16
2024 Q3	$2.75M	Buy	+9,539	New	+$2.62M	0.76%	38
2020 Q3	–	Sell	-2,278	Closed	-$288K	–	181
2020 Q2	$288K	Buy	2,278 +164	+8%	+$19K	0.08%	145
2020 Q1	$236K	Buy	+2,114	New	+$303K	0.08%	139

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealth Advisory Solutions's CB Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Chubb (CB) stake by 9.3% in Q2 2026, selling an estimated $550K and leaving 16,370 shares worth $5.58M. The position accounts for 1.15% of the portfolio, ranked #20.

Wealth Advisory Solutions first reported a position in CB in Q1 2020 and has held it in 10 quarters since. The position peaked at $5.89M in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Wealth Advisory Solutions held 16,370 shares of Chubb worth $5.58M as of Q2 2026.
Wealth Advisory Solutions sold 1,687 Chubb shares in Q2 2026, an estimated $550K.
Chubb made up 1.15% of Wealth Advisory Solutions's portfolio in Q2 2026, its #20 holding.
Wealth Advisory Solutions first reported a position in Chubb in Q1 2020 and has held it in 10 quarters since.
Wealth Advisory Solutions's Chubb position peaked at $5.89M in Q1 2026.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.