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Alphinity Investment Management’s Chubb CB Stock Holding History

Alphinity 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
Q2 		$279M Buy
820,062
+116,058
+16% +$37.9M 4.65% 8
2026
Q1 		$229M Buy
704,004
+675,983
+2,412% +$217M 4.04% 11
2025
Q4 		$8.75M Buy
28,021
+15,356
+121% +$4.49M 0.09% 30
2025
Q3 		$3.57M Buy
12,665
+697
+6% +$192K 0.03% 28
2025
Q2 		$3.47M Sell
11,968
-317
-3% -$91.2K 0.03% 26
2025
Q1 		$3.71M Sell
12,285
-1,835
-13% -$510K 0.03% 28
2024
Q4 		$3.9M Buy
14,120
+702
+5% +$199K 0.02% 32
2024
Q3 		$3.87M Buy
13,418
+7,153
+114% +$1.96M 0.02% 31
2024
Q2 		$1.6M Buy
6,265
+1,169
+23% +$300K 0.01% 30
2024
Q1 		$1.32M Sell
5,096
-526,919
-99% -$130M 0.01% 30
2023
Q4 		$120M Buy
532,015
+324,019
+156% +$70.9M 1.22% 23
2023
Q3 		$43.3M Sell
207,996
-1,216,415
-85% -$246M 0.69% 22
2023
Q2 		$274M Buy
1,424,411
+140,759
+11% +$27.6M 4.46% 8
2023
Q1 		$249M Buy
1,283,652
+157,186
+14% +$33M 5.58% 9
2022
Q4 		$248M Sell
1,126,466
-60,181
-5% -$12.5M 7.28% 5
2022
Q3 		$216M Buy
1,186,647
+433,479
+58% +$82.3M 6.92% 6
2022
Q2 		$148M Buy
753,168
+750,607
+29,309% +$155M 4.51% 14
2022
Q1 		$548K Buy
+2,561
New +$520K 0.01% 31
2018
Q2 		– Sell
-129,418
Closed -$17.7M – 30
2018
Q1 		$17.7M Buy
129,418
+108,914
+531% +$15.8M 4.02% 11
2017
Q4 		$3M Buy
+20,504
New +$3.06M 2.69% 21

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

Alphinity Investment Management's CB Position: Q2 2026 in Review

Alphinity Investment Management increased its Chubb (CB) stake by 16% in Q2 2026, buying an estimated $37.9M and bringing the position to 820,062 shares worth $279M. The position accounts for 4.65% of the portfolio, ranked #8.

Alphinity Investment Management first reported a position in CB in Q4 2017 and has held it in 20 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Alphinity Investment Management held 820,062 shares of Chubb worth $279M as of Q2 2026.
  • Alphinity Investment Management bought 116,058 Chubb shares in Q2 2026, an estimated $37.9M.
  • Chubb made up 4.65% of Alphinity Investment Management's portfolio in Q2 2026, its #8 holding.
  • Alphinity Investment Management first reported a position in Chubb in Q4 2017 and has held it in 20 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.