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Aviso Financial’s Chubb CB Stock Holding History

Aviso Financial’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 		$271K Buy
831
+28
+3% +$8.98K 0.01% 210
2025
Q4 		$251K Buy
803
+71
+10% +$20.8K 0.01% 209
2025
Q3 		$207K Buy
732
+71
+11% +$19.5K 0.01% 228
2025
Q2 		$192K Buy
661
+25
+4% +$7.19K 0.01% 230
2025
Q1 		$192K Buy
636
+21
+3% +$5.83K 0.01% 231
2024
Q4 		$170K Buy
615
+50
+9% +$14.2K 0.01% 242
2024
Q3 		$163K Sell
565
-110
-16% -$30.2K 0.01% 242
2024
Q2 		$172K Buy
+675
New +$173K 0.01% 234

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

Aviso Financial's CB Position: Q1 2026 in Review

Aviso Financial increased its Chubb (CB) stake by 3.5% in Q1 2026, buying an estimated $8.98K and bringing the position to 831 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #210.

Aviso Financial first reported a position in CB in Q2 2024 and has held it in 8 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Aviso Financial held 831 shares of Chubb worth $271K as of Q1 2026.
  • Aviso Financial bought 28 Chubb shares in Q1 2026, an estimated $8.98K.
  • Chubb made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #210 holding.
  • Aviso Financial first reported a position in Chubb in Q2 2024 and has held it in 8 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.