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Westbourne Investment Advisors’s Chubb CB Stock Holding History

Westbourne Investment 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 		$7.54M Sell
22,139
-166
-0.7% -$54.1K 2.08% 17
2026
Q1 		$7.27M Buy
22,305
+128
+0.6% +$41.1K 2.12% 16
2025
Q4 		$6.92M Sell
22,177
-56
-0.3% -$16.4K 1.91% 18
2025
Q3 		$6.28M Buy
22,233
+2,427
+12% +$668K 1.75% 20
2025
Q2 		$5.74M Buy
19,806
+323
+2% +$93K 1.74% 19
2025
Q1 		$5.88M Buy
19,483
+780
+4% +$217K 2.09% 19
2024
Q4 		$5.17M Buy
18,703
+1,115
+6% +$317K 1.77% 23
2024
Q3 		$5.07M Buy
17,588
+297
+2% +$81.4K 1.77% 23
2024
Q2 		$4.41M Sell
17,291
-44
-0.3% -$11.3K 1.6% 28
2024
Q1 		$4.49M Buy
17,335
+364
+2% +$89.5K 1.65% 26
2023
Q4 		$3.83M Buy
16,971
+612
+4% +$134K 1.54% 27
2023
Q3 		$3.41M Buy
16,359
+2,195
+15% +$444K 1.57% 26
2023
Q2 		$2.73M Buy
14,164
+715
+5% +$140K 1.22% 28
2023
Q1 		$2.61M Buy
13,449
+403
+3% +$84.7K 1.26% 28
2022
Q4 		$2.88M Buy
13,046
+201
+2% +$41.8K 1.45% 24
2022
Q3 		$2.34M Sell
12,845
-5
-0% -$949 1.24% 25
2022
Q2 		$2.53M Sell
12,850
-811
-6% -$167K 1.57% 21
2022
Q1 		$2.92M Buy
13,661
+146
+1% +$29.7K 1.21% 26
2021
Q4 		$2.61M Buy
13,515
+2,053
+18% +$386K 1.03% 26
2021
Q3 		$1.99M Buy
+11,462
New +$2.01M 0.91% 28

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

Westbourne Investment Advisors's CB Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Chubb (CB) stake by 0.74% in Q2 2026, selling an estimated $54.1K and leaving 22,139 shares worth $7.54M. The position accounts for 2.08% of the portfolio, ranked #17.

Westbourne Investment Advisors first reported a position in CB in Q3 2021 and has held it in 20 quarters since. 2,161 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Westbourne Investment Advisors held 22,139 shares of Chubb worth $7.54M as of Q2 2026.
  • Westbourne Investment Advisors sold 166 Chubb shares in Q2 2026, an estimated $54.1K.
  • Chubb made up 2.08% of Westbourne Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Westbourne Investment Advisors first reported a position in Chubb in Q3 2021 and has held it in 20 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.