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Advus Financial Partners, LLC’s Chubb CB Stock Holding History

Advus Financial Partners, LLC’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 		$273K Sell
802
-14
-2% -$4.57K 0.06% 208
2026
Q1 		$266K Sell
816
-10
-1% -$3.21K 0.07% 200
2025
Q4 		$258K Sell
826
-50
-6% -$14.6K 0.06% 204
2025
Q3 		$247K Sell
876
-90
-9% -$24.8K 0.06% 229
2025
Q2 		$280K Buy
966
+25
+3% +$7.19K 0.07% 201
2025
Q1 		$284K Sell
941
-141
-13% -$39.2K 0.08% 179
2024
Q4 		$299K Buy
1,082
+77
+8% +$21.9K 0.08% 165
2024
Q3 		$290K Sell
1,005
-41
-4% -$11.2K 0.08% 164
2024
Q2 		$267K Sell
1,046
-98
-9% -$25.2K 0.08% 158
2024
Q1 		$296K Sell
1,144
-41
-3% -$10.1K 0.09% 147
2023
Q4 		$268K Buy
1,185
+39
+3% +$8.53K 0.09% 143
2023
Q3 		$239K Buy
1,146
+86
+8% +$17.4K 0.09% 131
2023
Q2 		$204K Sell
1,060
-87
-8% -$17K 0.08% 157
2023
Q1 		$223K Buy
1,147
+125
+12% +$26.3K 0.09% 130
2022
Q4 		$225K Buy
+1,022
New +$213K 0.1% 137
2022
Q3 		– Sell
-1,024
Closed -$201K – 131
2022
Q2 		$201K Buy
+1,024
New +$211K 0.11% 124

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

Advus Financial Partners, LLC's CB Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Chubb (CB) stake by 1.7% in Q2 2026, selling an estimated $4.57K and leaving 802 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #208.

Advus Financial Partners, LLC first reported a position in CB in Q2 2022 and has held it in 16 quarters since. The position peaked at $299K in Q4 2024. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Advus Financial Partners, LLC held 802 shares of Chubb worth $273K as of Q2 2026.
  • Advus Financial Partners, LLC sold 14 Chubb shares in Q2 2026, an estimated $4.57K.
  • Chubb made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #208 holding.
  • Advus Financial Partners, LLC first reported a position in Chubb in Q2 2022 and has held it in 16 quarters since.
  • Advus Financial Partners, LLC's Chubb position peaked at $299K in Q4 2024.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.