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Bell Investment Advisors’s Chubb CB Stock Holding History

Bell Investment Advisors’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 		$112K Hold
328
– – 0.02% 173
2026
Q1 		$107K Buy
328
+5
+2% +$1.6K 0.02% 166
2025
Q4 		$101K Buy
323
+68
+27% +$19.9K 0.02% 170
2025
Q3 		$72K Hold
255
– – 0.01% 194
2025
Q2 		$73.9K Buy
255
+26
+11% +$7.48K 0.01% 191
2025
Q1 		$69.2K Buy
229
+7
+3% +$1.95K 0.01% 182
2024
Q4 		$61.3K Sell
222
-2
-0.9% -$568 0.01% 197
2024
Q3 		$64.6K Hold
224
– – 0.01% 185
2024
Q2 		$57.1K Buy
224
+9
+4% +$2.31K 0.01% 198
2024
Q1 		$55.7K Sell
215
-12
-5% -$2.95K 0.01% 195
2023
Q4 		$51.3K Buy
227
+19
+9% +$4.16K 0.01% 190
2023
Q3 		$43.3K Buy
208
+59
+40% +$11.9K 0.01% 191
2023
Q2 		$28.7K Sell
149
-17
-10% -$3.33K 0.01% 240
2023
Q1 		$32.2K Sell
166
-55
-25% -$11.6K 0.01% 220
2022
Q4 		$48.8K Buy
221
+34
+18% +$7.07K 0.01% 166
2022
Q3 		$34K Buy
187
+34
+22% +$6.46K 0.01% 179
2022
Q2 		$30K Buy
+153
New +$31.5K 0.01% 195
2021
Q4 		$21K Sell
110
-15
-12% -$2.82K 0.01% 298
2021
Q3 		$22K Buy
+125
New +$21.9K 0.01% 261

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

Bell Investment Advisors's CB Position: Q2 2026 in Review

Bell Investment Advisors held its Chubb (CB) position steady in Q2 2026 at 328 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #173.

Bell Investment Advisors first reported a position in CB in Q3 2021 and has held it in 19 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bell Investment Advisors held 328 shares of Chubb worth $112K as of Q2 2026.
  • Bell Investment Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • Bell Investment Advisors first reported a position in Chubb in Q3 2021 and has held it in 19 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.