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Caerus Investment Advisors’s Chubb CB Stock Holding History

Caerus 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
Q1 		$1.48M Sell
4,539
-1,770
-28% -$568K 0.62% 28
2025
Q4 		$1.97M Buy
6,309
+1,570
+33% +$459K 0.64% 21
2025
Q3 		$1.34M Buy
+4,739
New +$1.3M 0.55% 25

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

Caerus Investment Advisors's CB Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Chubb (CB) stake by 28% in Q1 2026, selling an estimated $568K and leaving 4,539 shares worth $1.48M. The position accounts for 0.62% of the portfolio, ranked #28.

Caerus Investment Advisors first reported a position in CB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.97M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Caerus Investment Advisors held 4,539 shares of Chubb worth $1.48M as of Q1 2026.
  • Caerus Investment Advisors sold 1,770 Chubb shares in Q1 2026, an estimated $568K.
  • Chubb made up 0.62% of Caerus Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Caerus Investment Advisors first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Chubb position peaked at $1.97M in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.