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 Q2	$577K	Buy	1,692 +64	+4%	+$20.9K	0.07%	158
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 $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

1834 Investment Advisors's CB Position: Q2 2026 in Review

1834 Investment Advisors increased its Chubb (CB) stake by 3.9% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,692 shares worth $577K. The position accounts for 0.07% of the portfolio, ranked #158.

1834 Investment Advisors first reported a position in CB in Q4 2016 and has held it in 14 quarters since. The position peaked at $3.56M in Q2 2017. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

1834 Investment Advisors held 1,692 shares of Chubb worth $577K as of Q2 2026.
1834 Investment Advisors bought 64 Chubb shares in Q2 2026, an estimated $20.9K.
Chubb made up 0.07% of 1834 Investment Advisors's portfolio in Q2 2026, its #158 holding.
1834 Investment Advisors first reported a position in Chubb in Q4 2016 and has held it in 14 quarters since.
1834 Investment Advisors's Chubb position peaked at $3.56M in Q2 2017.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.