Worth Financial Advisory Group’s Chubb CB Stock Holding History

Worth 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	$649K	Buy	+1,906	New	+$622K	0.27%	87
2026 Q1	–	Sell	-2,136	Closed	-$667K	–	62
2025 Q4	$667K	Sell	2,136 -689	-24%	-$201K	0.32%	77
2025 Q3	$797K	Sell	2,825 -155	-5%	-$42.7K	0.45%	54
2025 Q2	$863K	Buy	2,980 +118	+4%	+$34K	0.53%	43
2025 Q1	$864K	Sell	2,862 -2,284	-44%	-$635K	0.55%	44
2024 Q4	$1.45M	Buy	5,146 +2,555	+99%	+$726K	0.89%	26
2024 Q3	$747K	Buy	2,591 +155	+6%	+$42.5K	0.44%	55
2024 Q2	$621K	Buy	+2,436	New	+$626K	0.41%	63

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Worth Financial Advisory Group opened a new position in Chubb (CB) in Q2 2026: 1,906 shares worth $649K. The stake represents 0.27% of the portfolio and ranks #87 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in CB as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in CB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q4 2024. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Worth Financial Advisory Group held 1,906 shares of Chubb worth $649K as of Q2 2026.
Chubb was a new Worth Financial Advisory Group position in Q2 2026.
Chubb made up 0.27% of Worth Financial Advisory Group's portfolio in Q2 2026, its #87 holding.
Worth Financial Advisory Group first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
Worth Financial Advisory Group's Chubb position peaked at $1.45M in Q4 2024.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.