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Wealth Preservation Advisors’s Chubb CB Stock Holding History

Wealth Preservation 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 		– Sell
-301
Closed -$98.1K – 220
2026
Q1 		$98.1K Sell
301
-35
-10% -$11.2K 0.08% 101
2025
Q4 		$105K Hold
336
– – 0.05% 137
2025
Q3 		$94.8K Sell
336
-4
-1% -$1.1K 0.06% 134
2025
Q2 		$98.5K Hold
340
– – 0.06% 132
2025
Q1 		$103K Buy
+340
New +$94.5K 0.07% 118

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

Wealth Preservation Advisors's CB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 301 shares — an estimated $98.1K sold.

Wealth Preservation Advisors first reported a position in CB in Q1 2025 and held it in 5 quarters. The position peaked at $105K in Q4 2025. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 301 Chubb shares in Q2 2026, an estimated $98.1K.
  • Wealth Preservation Advisors first reported a position in Chubb in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Chubb position peaked at $105K in Q4 2025.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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