Barry Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $281K | Sell |
822
-8
| -1% | -$2.61K | 0.06% | 78 |
|
|
2026
Q1 | $271K | Buy |
830
+9
| +1% | +$2.89K | 0.06% | 77 |
|
|
2025
Q4 | $257K | Sell |
821
-65
| -7% | -$19K | 0.06% | 79 |
|
|
2025
Q3 | $251K | Buy |
886
+62
| +8% | +$17.1K | 0.06% | 90 |
|
|
2025
Q2 | $240K | Buy |
824
+2
| +0.2% | +$576 | 0.06% | 93 |
|
|
2025
Q1 | $249K | Buy |
822
+1
| +0.1% | +$278 | 0.07% | 93 |
|
|
2024
Q4 | $228K | Sell |
821
-176
| -18% | -$50K | 0.07% | 95 |
|
|
2024
Q3 | $287K | Buy |
997
+175
| +21% | +$48K | 0.09% | 91 |
|
|
2024
Q2 | $210K | Buy |
822
+12
| +1% | +$3.08K | 0.07% | 108 |
|
|
2024
Q1 | $211K | Buy |
+810
| New | +$199K | 0.07% | 108 |
|
|
2023
Q1 | – | Sell |
-955
| Closed | -$211K | – | 112 |
|
|
2022
Q4 | $211K | Buy |
+955
| New | +$199K | 0.07% | 106 |
|
|
2022
Q2 | – | Sell |
-966
| Closed | -$207K | – | 120 |
|
|
2022
Q1 | $207K | Buy |
+966
| New | +$196K | 0.06% | 119 |
|
|
2019
Q3 | – | Sell |
-12,519
| Closed | -$1.84M | – | 65 |
|
|
2019
Q2 | $1.84M | Sell |
12,519
-825
| -6% | -$119K | 0.63% | 31 |
|
|
2019
Q1 | $1.87M | Buy |
13,344
+25
| +0.2% | +$3.33K | 0.58% | 34 |
|
|
2018
Q4 | $1.72M | Buy |
13,319
+248
| +2% | +$32K | 0.64% | 33 |
|
|
2018
Q3 | $1.75M | Sell |
13,071
-290
| -2% | -$39.2K | 0.59% | 29 |
|
|
2018
Q2 | $1.7M | Sell |
13,361
-725
| -5% | -$96.3K | 0.65% | 28 |
|
|
2018
Q1 | $1.93M | Sell |
14,086
-2,244
| -14% | -$325K | 0.73% | 27 |
|
|
2017
Q4 | $2.39M | Buy |
16,330
+143
| +0.9% | +$21.4K | 0.89% | 27 |
|
|
2017
Q3 | $2.31M | Sell |
16,187
-669
| -4% | -$96.8K | 0.85% | 27 |
|
|
2017
Q2 | $2.45M | Buy |
16,856
+225
| +1% | +$31.7K | 0.92% | 27 |
|
|
2017
Q1 | $2.27M | Sell |
16,631
-1,032
| -6% | -$139K | 0.84% | 29 |
|
|
2016
Q4 | $2.33M | Sell |
17,663
-2,018
| -10% | -$257K | 0.82% | 31 |
|
|
2016
Q3 | $2.47M | Sell |
19,681
-27
| -0.1% | -$3.43K | 0.85% | 31 |
|
|
2016
Q2 | $2.58M | Sell |
19,708
-76
| -0.4% | -$9.37K | 1% | 29 |
|
|
2016
Q1 | $2.36M | Buy |
19,784
+3,000
| +18% | +$345K | 0.75% | 33 |
|
|
2015
Q4 | $1.96M | Sell |
16,784
-1,751
| -9% | -$198K | 0.64% | 33 |
|
|
2015
Q3 | $1.92M | Sell |
18,535
-24
| -0.1% | -$2.51K | 0.61% | 32 |
|
|
2015
Q2 | $1.89M | Buy |
18,559
+38
| +0.2% | +$4.09K | 1.9% | 14 |
|
|
2015
Q1 | $2.06M | Buy |
18,521
+45
| +0.2% | +$5.06K | 0.63% | 33 |
|
|
2014
Q4 | $2.12M | Buy |
+18,476
| New | +$2.05M | 0.69% | 31 |
|
Other funds holding CB
Barry Investment Advisors's CB Position: Q2 2026 in Review
Barry Investment Advisors reduced its Chubb (CB) stake by 0.96% in Q2 2026, selling an estimated $2.61K and leaving 822 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #78.
Barry Investment Advisors first reported a position in CB in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.58M in Q2 2016. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Barry Investment Advisors held 822 shares of Chubb worth $281K as of Q2 2026.
- Barry Investment Advisors sold 8 Chubb shares in Q2 2026, an estimated $2.61K.
- Chubb made up 0.06% of Barry Investment Advisors's portfolio in Q2 2026, its #78 holding.
- Barry Investment Advisors first reported a position in Chubb in Q4 2014 and has held it in 31 quarters since.
- Barry Investment Advisors's Chubb position peaked at $2.58M in Q2 2016.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.