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Addison Advisors’s Chubb CB Stock Holding History

Addison 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 		$47.3K Hold
145
– – 0.01% 437
2025
Q4 		$45.3K Hold
145
– – 0.01% 431
2025
Q3 		$40.9K Sell
145
-70
-33% -$19.3K 0.01% 436
2025
Q2 		$62.3K Hold
215
– – 0.02% 382
2025
Q1 		$64.9K Hold
215
– – 0.02% 354
2024
Q4 		$59.4K Hold
215
– – 0.02% 364
2024
Q3 		$62K Hold
215
– – 0.02% 366
2024
Q2 		$54.8K Hold
215
– – 0.02% 360
2024
Q1 		$55.7K Hold
215
– – 0.02% 350
2023
Q4 		$48.6K Buy
215
+100
+87% +$21.9K 0.02% 360
2023
Q3 		$23.9K Hold
115
– – 0.01% 403
2023
Q2 		$22.1K Hold
115
– – 0.01% 406
2023
Q1 		$22.3K Sell
115
-4
-3% -$841 0.01% 387
2022
Q4 		$26.3K Hold
119
– – 0.02% 346
2022
Q3 		$22K Hold
119
– – 0.01% 340
2022
Q2 		$23K Hold
119
– – 0.01% 342
2022
Q1 		$25K Hold
119
– – 0.01% 370
2021
Q4 		$23K Buy
+119
New +$22.4K 0.01% 320
2020
Q4 		$28K Buy
+185
New +$25.9K 0.03% 225

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

Addison Advisors's CB Position: Q1 2026 in Review

Addison Advisors held its Chubb (CB) position steady in Q1 2026 at 145 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #437.

Addison Advisors first reported a position in CB in Q4 2020 and has held it in 19 quarters since. The position peaked at $64.9K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Addison Advisors held 145 shares of Chubb worth $47.3K as of Q1 2026.
  • Addison Advisors left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #437 holding.
  • Addison Advisors first reported a position in Chubb in Q4 2020 and has held it in 19 quarters since.
  • Addison Advisors's Chubb position peaked at $64.9K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.