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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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Worth Financial Advisory Group's CB Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Chubb (CB) in Q1 2026, closing a stake of 2,136 shares — an estimated $667K sold.

Worth Financial Advisory Group first reported a position in CB in Q2 2024 and held it in 7 quarters. The position peaked at $1.45M in Q4 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 2,136 Chubb shares in Q1 2026, an estimated $667K.
  • Worth Financial Advisory Group first reported a position in Chubb in Q2 2024 and held it in 7 quarters.
  • Worth Financial Advisory Group's Chubb position peaked at $1.45M in Q4 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.