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Capital Investment Advisors’s Chubb CB Stock Holding History

Capital 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 		$2.37M Buy
7,261
+497
+7% +$159K 0.03% 216
2025
Q4 		$2.11M Buy
6,764
+1,004
+17% +$294K 0.03% 227
2025
Q3 		$1.63M Buy
5,760
+270
+5% +$74.3K 0.03% 266
2025
Q2 		$1.59M Buy
5,490
+1,379
+34% +$397K 0.03% 264
2025
Q1 		$1.24M Buy
4,111
+277
+7% +$77K 0.02% 293
2024
Q4 		$1.06M Buy
3,834
+1,759
+85% +$500K 0.02% 302
2024
Q3 		$598K Buy
2,075
+189
+10% +$51.8K 0.01% 382
2024
Q2 		$481K Sell
1,886
-12
-0.6% -$3.08K 0.01% 405
2024
Q1 		$492K Sell
1,898
-4
-0.2% -$983 0.01% 393
2023
Q4 		$430K Buy
1,902
+43
+2% +$9.4K 0.01% 409
2023
Q3 		$387K Sell
1,859
-208
-10% -$42K 0.01% 406
2023
Q2 		$398K Buy
2,067
+400
+24% +$78.4K 0.01% 374
2023
Q1 		$324K Buy
1,667
+159
+11% +$33.4K 0.01% 427
2022
Q4 		$333K Buy
1,508
+1
+0.1% +$208 0.01% 422
2022
Q3 		$274K Sell
1,507
-43
-3% -$8.16K 0.01% 434
2022
Q2 		$305K Buy
1,550
+125
+9% +$25.7K 0.01% 420
2022
Q1 		$305K Buy
1,425
+15
+1% +$3.05K 0.01% 458
2021
Q4 		$273K Buy
1,410
+10
+0.7% +$1.88K 0.01% 485
2021
Q3 		$243K Sell
1,400
-6
-0.4% -$1.05K 0.01% 501
2021
Q2 		$223K Buy
1,406
+6
+0.4% +$994 0.01% 518
2021
Q1 		$221K Buy
1,400
+50
+4% +$8.06K 0.01% 492
2020
Q4 		$208K Buy
+1,350
New +$189K 0.01% 485
2020
Q3 		– Sell
-1,682
Closed -$213K – 522
2020
Q2 		$213K Sell
1,682
-389
-19% -$45.1K 0.01% 443
2020
Q1 		$231K Sell
2,071
-398
-16% -$57.1K 0.01% 390
2019
Q4 		$384K Buy
2,469
+44
+2% +$6.73K 0.02% 358
2019
Q3 		$391K Hold
2,425
– – 0.02% 345
2019
Q2 		$357K Sell
2,425
-253
-9% -$36.5K 0.02% 352
2019
Q1 		$375K Sell
2,678
-285
-10% -$37.9K 0.02% 342
2018
Q4 		$383K Buy
2,963
+106
+4% +$13.7K 0.03% 326
2018
Q3 		$382K Sell
2,857
-80
-3% -$10.8K 0.02% 345
2018
Q2 		$373K Buy
2,937
+83
+3% +$11K 0.02% 352
2018
Q1 		$390K Buy
2,854
+66
+2% +$9.56K 0.03% 340
2017
Q4 		$407K Sell
2,788
-52
-2% -$7.77K 0.03% 327
2017
Q3 		$405K Buy
2,840
+55
+2% +$7.96K 0.03% 320
2017
Q2 		$405K Sell
2,785
-10
-0.4% -$1.41K 0.03% 312
2017
Q1 		$381K Buy
2,795
+12
+0.4% +$1.61K 0.03% 324
2016
Q4 		$368K Sell
2,783
-104
-4% -$13.3K 0.03% 318
2016
Q3 		$363K Sell
2,887
-888
-24% -$113K 0.03% 309
2016
Q2 		$493K Sell
3,775
-4,281
-53% -$528K 0.05% 261
2016
Q1 		$960K Buy
+8,056
New +$926K 0.09% 179

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

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

Capital Investment Advisors increased its Chubb (CB) stake by 7.3% in Q1 2026, buying an estimated $159K and bringing the position to 7,261 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #216.

Capital Investment Advisors first reported a position in CB in Q1 2016 and has held it in 40 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Capital Investment Advisors held 7,261 shares of Chubb worth $2.37M as of Q1 2026.
  • Capital Investment Advisors bought 497 Chubb shares in Q1 2026, an estimated $159K.
  • Chubb made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #216 holding.
  • Capital Investment Advisors first reported a position in Chubb in Q1 2016 and has held it in 40 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.