WMA
CB icon

West Michigan Advisors’s Chubb CB Stock Holding History

West Michigan 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 		$2.65M Sell
7,781
-38
-0.5% -$12.4K 0.5% 51
2026
Q1 		$2.56M Sell
7,819
-469
-6% -$150K 0.56% 54
2025
Q4 		$2.59M Buy
8,288
+64
+0.8% +$18.7K 0.6% 54
2025
Q3 		$2.33M Sell
8,224
-2,451
-23% -$675K 0.56% 56
2025
Q2 		$3.1M Buy
10,675
+72
+0.7% +$20.7K 0.88% 31
2025
Q1 		$3.21M Buy
10,603
+515
+5% +$143K 1.07% 27
2024
Q4 		$2.8M Buy
10,088
+26
+0.3% +$7.38K 0.84% 31
2024
Q3 		$2.91M Buy
10,062
+145
+1% +$39.8K 0.88% 33
2024
Q2 		$2.54M Buy
9,917
+319
+3% +$81.9K 0.81% 33
2024
Q1 		$2.49M Buy
9,598
+51
+0.5% +$12.5K 0.81% 35
2023
Q4 		$2.16M Buy
9,547
+1,977
+26% +$432K 0.82% 34
2023
Q3 		$1.58M Buy
7,570
+162
+2% +$32.7K 0.84% 33
2023
Q2 		$1.43M Sell
7,408
-252
-3% -$49.4K 0.57% 49
2023
Q1 		$1.49M Buy
7,660
+247
+3% +$51.9K 0.84% 32
2022
Q4 		$1.64M Sell
7,413
-209
-3% -$43.5K 1.19% 19
2022
Q3 		$1.39M Buy
7,622
+244
+3% +$46.3K 1.21% 18
2022
Q2 		$1.45M Buy
7,378
+575
+8% +$118K 1.25% 19
2022
Q1 		$1.46M Buy
6,803
+2,199
+48% +$447K 0.98% 24
2021
Q4 		$890K Buy
+4,604
New +$865K 0.66% 30

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

West Michigan Advisors's CB Position: Q2 2026 in Review

West Michigan Advisors reduced its Chubb (CB) stake by 0.49% in Q2 2026, selling an estimated $12.4K and leaving 7,781 shares worth $2.65M. The position accounts for 0.5% of the portfolio, ranked #51.

West Michigan Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • West Michigan Advisors held 7,781 shares of Chubb worth $2.65M as of Q2 2026.
  • West Michigan Advisors sold 38 Chubb shares in Q2 2026, an estimated $12.4K.
  • Chubb made up 0.5% of West Michigan Advisors's portfolio in Q2 2026, its #51 holding.
  • West Michigan Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Chubb position peaked at $3.21M in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.