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Wescott Financial Advisory Group’s Chubb CB Stock Holding History

Wescott Financial Advisory Group’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 		$2.55M Buy
7,483
+1,383
+23% +$451K 0.2% 63
2026
Q1 		$1.99M Buy
6,100
+20
+0.3% +$6.42K 0.17% 67
2025
Q4 		$1.9M Buy
+6,080
New +$1.78M 0.17% 68

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

Wescott Financial Advisory Group's CB Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Chubb (CB) stake by 23% in Q2 2026, buying an estimated $451K and bringing the position to 7,483 shares worth $2.55M. The position accounts for 0.2% of the portfolio, ranked #63.

Wescott Financial Advisory Group first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,161 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wescott Financial Advisory Group held 7,483 shares of Chubb worth $2.55M as of Q2 2026.
  • Wescott Financial Advisory Group bought 1,383 Chubb shares in Q2 2026, an estimated $451K.
  • Chubb made up 0.2% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #63 holding.
  • Wescott Financial Advisory Group first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.