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American Institute for Advanced Investment Management’s Chubb CB Stock Holding History

American Institute for Advanced 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 		$398K Hold
1,240
– – 0.23% 110
2026
Q1 		$392K Hold
1,240
– – 0.25% 100
2025
Q4 		$383K Sell
1,240
-135
-10% -$39.5K 0.25% 101
2025
Q3 		$401K Sell
1,375
-200
-13% -$55K 0.26% 93
2025
Q2 		$465K Buy
1,575
+95
+6% +$27.3K 0.33% 83
2025
Q1 		$420K Buy
1,480
+260
+21% +$72.2K 0.32% 84
2024
Q4 		$337K Sell
1,220
-90
-7% -$25.6K 0.25% 97
2024
Q3 		$365K Buy
+1,310
New +$359K 0.26% 96

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

American Institute for Advanced Investment Management's CB Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Chubb (CB) position steady in Q2 2026 at 1,240 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #110.

American Institute for Advanced Investment Management first reported a position in CB in Q3 2024 and has held it in 8 quarters since. The position peaked at $465K in Q2 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • American Institute for Advanced Investment Management held 1,240 shares of Chubb worth $398K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.23% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #110 holding.
  • American Institute for Advanced Investment Management first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • American Institute for Advanced Investment Management's Chubb position peaked at $465K in Q2 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.