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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
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
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

Wealth Advisory Solutions's CB Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Chubb (CB) stake by 0.58% in Q1 2026, buying an estimated $33.7K and bringing the position to 18,057 shares worth $5.89M. The position accounts for 1.31% of the portfolio, ranked #18.

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

  • Wealth Advisory Solutions held 18,057 shares of Chubb worth $5.89M as of Q1 2026.
  • Wealth Advisory Solutions bought 105 Chubb shares in Q1 2026, an estimated $33.7K.
  • Chubb made up 1.31% of Wealth Advisory Solutions's portfolio in Q1 2026, its #18 holding.
  • Wealth Advisory Solutions first reported a position in Chubb in Q1 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 Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.