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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
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 $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

Cape Investment Advisory's CB Position: Q1 2026 in Review

Cape Investment Advisory sold out of Chubb (CB) in Q1 2026, closing a stake of 145 shares — an estimated $45.3K sold.

Cape Investment Advisory first reported a position in CB in Q4 2024 and held it in 4 quarters. The position peaked at $45.3K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cape Investment Advisory reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 145 Chubb shares in Q1 2026, an estimated $45.3K.
  • Cape Investment Advisory first reported a position in Chubb in Q4 2024 and held it in 4 quarters.
  • Cape Investment Advisory's Chubb position peaked at $45.3K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.