CIA
CB icon

Cape Investment Advisory’s Chubb CB Stock Holding History

Cape Investment Advisory’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 		$118K Buy
+346
New +$113K 0.03% 315
2026
Q1 		– Sell
-145
Closed -$45.3K – 357
2025
Q4 		$45.3K Buy
145
+89
+159% +$26K 0.01% 437
2025
Q3 		$15.8K Buy
56
+39
+229% +$10.7K 0.02% 345
2025
Q2 		$4.92K Buy
+17
New +$4.89K ﹤0.01% 757
2025
Q1 		– Sell
-1
Closed -$276 – 1146
2024
Q4 		$276 Buy
+1
New +$284 ﹤0.01% 1040

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's CB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Chubb (CB) in Q2 2026: 346 shares worth $118K. The stake represents 0.03% of the portfolio and ranks #315 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CB as recently as Q4 2025.

Cape Investment Advisory first reported a position in CB in Q4 2024 and has held it in 5 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cape Investment Advisory held 346 shares of Chubb worth $118K as of Q2 2026.
  • Chubb was a new Cape Investment Advisory position in Q2 2026.
  • Chubb made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #315 holding.
  • Cape Investment Advisory first reported a position in Chubb in Q4 2024 and has held it in 5 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.