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Capital Investment Advisory Services’s Chubb CB Stock Holding History

Capital Investment Advisory Services’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 		$278K Sell
853
-33
-4% -$10.6K 0.02% 533
2025
Q4 		$277K Buy
886
+19
+2% +$5.56K 0.02% 514
2025
Q3 		$245K Buy
867
+58
+7% +$16K 0.02% 530
2025
Q2 		$234K Sell
809
-156
-16% -$44.9K 0.02% 517
2025
Q1 		$291K Sell
965
-25
-3% -$6.95K 0.03% 440
2024
Q4 		$274K Buy
990
+71
+8% +$20.2K 0.03% 425
2024
Q3 		$265K Buy
919
+107
+13% +$29.3K 0.03% 434
2024
Q2 		$207K Buy
+812
New +$209K 0.02% 488
2020
Q2 		– Sell
-2,300
Closed -$257K – 579
2020
Q1 		$257K Buy
2,300
+29
+1% +$4.16K 0.06% 247
2019
Q4 		$354K Buy
2,271
+150
+7% +$23K 0.09% 208
2019
Q3 		$342K Sell
2,121
-428
-17% -$66.2K 0.1% 193
2019
Q2 		$377K Buy
2,549
+2,489
+4,148% +$359K 0.11% 187
2019
Q1 		$8K Sell
60
-60
-50% -$7.98K ﹤0.01% 875
2018
Q4 		$16K Buy
+120
New +$15.5K 0.01% 685

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 Advisory Services's CB Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Chubb (CB) stake by 3.7% in Q1 2026, selling an estimated $10.6K and leaving 853 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #533.

Capital Investment Advisory Services first reported a position in CB in Q4 2018 and has held it in 14 quarters since. The position peaked at $377K in Q2 2019. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Capital Investment Advisory Services held 853 shares of Chubb worth $278K as of Q1 2026.
  • Capital Investment Advisory Services sold 33 Chubb shares in Q1 2026, an estimated $10.6K.
  • Chubb made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #533 holding.
  • Capital Investment Advisory Services first reported a position in Chubb in Q4 2018 and has held it in 14 quarters since.
  • Capital Investment Advisory Services's Chubb position peaked at $377K in Q2 2019.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.