AIM
CB icon

Advyzon Investment Management’s Chubb CB Stock Holding History

Advyzon Investment Management’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 		$1.1M Buy
3,370
+1,722
+104% +$552K 0.1% 208
2025
Q4 		$514K Buy
1,648
+329
+25% +$96.2K 0.06% 314
2025
Q3 		$372K Buy
1,319
+155
+13% +$42.7K 0.06% 275
2025
Q2 		$337K Buy
1,164
+129
+12% +$37.1K 0.07% 255
2025
Q1 		$313K Sell
1,035
-141
-12% -$39.2K 0.11% 173
2024
Q4 		$325K Buy
+1,176
New +$334K 0.13% 151

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

Advyzon Investment Management's CB Position: Q1 2026 in Review

Advyzon Investment Management increased its Chubb (CB) stake by 104% in Q1 2026, buying an estimated $552K and bringing the position to 3,370 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #208.

Advyzon Investment Management first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Advyzon Investment Management held 3,370 shares of Chubb worth $1.1M as of Q1 2026.
  • Advyzon Investment Management bought 1,722 Chubb shares in Q1 2026, an estimated $552K.
  • Chubb made up 0.1% of Advyzon Investment Management's portfolio in Q1 2026, its #208 holding.
  • Advyzon Investment Management first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.