Capstone Investment Advisors
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Capstone Investment Advisors’s Chubb CB Stock Holding History

Capstone 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
2025
Q4 		– Sell
-2,007
Closed -$587K – 1639
2025
Q3 		$566K Buy
2,007
+1,105
+123% +$304K ﹤0.01% 1304
2025
Q2 		$261K Buy
902
+111
+14% +$31.9K ﹤0.01% 1448
2025
Q1 		$239K Sell
791
-1,426
-64% -$396K ﹤0.01% 1234
2024
Q4 		$613K Buy
2,217
+1,144
+107% +$325K ﹤0.01% 1243
2024
Q3 		$309K Sell
1,073
-1,731
-62% -$475K ﹤0.01% 1406
2024
Q2 		$715K Sell
2,804
-385
-12% -$98.9K ﹤0.01% 1132
2024
Q1 		$826K Sell
3,189
-796
-20% -$196K ﹤0.01% 1256
2023
Q4 		$901K Buy
3,985
+1,511
+61% +$330K ﹤0.01% 1090
2023
Q3 		$515K Sell
2,474
-5,732
-70% -$1.16M ﹤0.01% 1308
2023
Q2 		$1.58M Buy
8,206
+4,129
+101% +$809K 0.01% 710
2023
Q1 		$792K Buy
+4,077
New +$857K ﹤0.01% 861
2022
Q4 		– Sell
-953
Closed -$198K – 1532
2022
Q3 		$173K Buy
953
+592
+164% +$112K ﹤0.01% 1498
2022
Q2 		$71K Buy
+361
New +$74.4K ﹤0.01% 1540
2021
Q4 		– Sell
-9,529
Closed -$1.79M – 1863
2021
Q3 		$1.65M Sell
9,529
-8,825
-48% -$1.55M ﹤0.01% 1264
2021
Q2 		$2.92M Buy
+18,354
New +$3.04M 0.01% 885
2020
Q1 		– Sell
-4,301
Closed -$617K – 1164
2019
Q4 		$669K Buy
4,301
+2,450
+132% +$375K ﹤0.01% 1089
2019
Q3 		$299K Sell
1,851
-5,231
-74% -$809K ﹤0.01% 1180
2019
Q2 		$1.04M Buy
7,082
+6,962
+5,802% +$1.01M 0.01% 933
2019
Q1 		$17K Sell
120
-529
-82% -$70.4K ﹤0.01% 1254
2018
Q4 		$84K Sell
649
-4,942
-88% -$639K ﹤0.01% 1146
2018
Q3 		$747K Buy
5,591
+5,509
+6,718% +$745K 0.01% 686
2018
Q2 		$10K Buy
+82
New +$10.9K ﹤0.01% 676
2017
Q1 		– Sell
-4,600
Closed -$607K – 893
2016
Q4 		$607K Buy
+4,600
New +$587K 0.02% 540

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's CB Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 2,007 shares — an estimated $587K sold.

Capstone Investment Advisors first reported a position in CB in Q4 2016 and held it in 23 quarters. The position peaked at $2.92M in Q2 2021. 2,048 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,007 Chubb shares in Q4 2025, an estimated $587K.
  • Capstone Investment Advisors first reported a position in Chubb in Q4 2016 and held it in 23 quarters.
  • Capstone Investment Advisors's Chubb position peaked at $2.92M in Q2 2021.
  • 2,048 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.