1834 Investment Advisors’s Chubb CB Stock Holding History

1834 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 Q1	$531K	Sell	1,628 -59	-3%	-$18.9K	0.07%	157
2025 Q4	$527K	Sell	1,687 -66	-4%	-$19.3K	0.07%	161
2025 Q3	$495K	Buy	+1,753	New	+$482K	0.06%	164
2023 Q4	–	Sell	-1,141	Closed	-$238K	–	227
2023 Q3	$238K	Sell	1,141 -889	-44%	-$180K	0.03%	216
2023 Q2	$391K	Buy	2,030 +788	+63%	+$154K	0.05%	189
2023 Q1	$241K	Buy	+1,242	New	+$261K	0.03%	224
2020 Q1	–	Sell	-14	Closed	-$2K	–	405
2019 Q4	$2K	Sell	14 -310	-96%	-$47.4K	﹤0.01%	435
2019 Q3	$52K	Buy	324 +38	+13%	+$5.88K	0.01%	274
2019 Q2	$42K	Buy	+286	New	+$41.3K	0.01%	296
2018 Q1	–	Sell	-986	Closed	-$143K	–	449
2017 Q4	$143K	Buy	+986	New	+$147K	0.02%	204
2017 Q3	–	Sell	-24,510	Closed	-$3.56M	–	173
2017 Q2	$3.56M	Buy	24,510 +3,191	+15%	+$449K	0.67%	55
2017 Q1	$2.9M	Buy	21,319 +4,859	+30%	+$654K	0.56%	57
2016 Q4	$2.17M	Buy	+16,460	New	+$2.1M	0.44%	63

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

1834 Investment Advisors's CB Position: Q1 2026 in Review

1834 Investment Advisors reduced its Chubb (CB) stake by 3.5% in Q1 2026, selling an estimated $18.9K and leaving 1,628 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #157.

1834 Investment Advisors first reported a position in CB in Q4 2016 and has held it in 13 quarters since. The position peaked at $3.56M in Q2 2017. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

1834 Investment Advisors held 1,628 shares of Chubb worth $531K as of Q1 2026.
1834 Investment Advisors sold 59 Chubb shares in Q1 2026, an estimated $18.9K.
Chubb made up 0.07% of 1834 Investment Advisors's portfolio in Q1 2026, its #157 holding.
1834 Investment Advisors first reported a position in Chubb in Q4 2016 and has held it in 13 quarters since.
1834 Investment Advisors's Chubb position peaked at $3.56M in Q2 2017.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.