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CBIZ Investment Advisory Services’s Chubb CB Stock Holding History

CBIZ 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 		$2.94K Sell
9
-73
-89% -$23.4K ﹤0.01% 290
2025
Q4 		$25.7K Buy
82
+49
+148% +$14.3K ﹤0.01% 231
2025
Q3 		$9.34K Sell
33
-21
-39% -$5.78K ﹤0.01% 350
2025
Q2 		$15.7K Buy
54
+48
+800% +$13.8K ﹤0.01% 295
2025
Q1 		$1.82K Buy
+6
New +$1.67K ﹤0.01% 487

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

CBIZ Investment Advisory Services's CB Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Chubb (CB) stake by 89% in Q1 2026, selling an estimated $23.4K and leaving 9 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

CBIZ Investment Advisory Services first reported a position in CB in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.7K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • CBIZ Investment Advisory Services held 9 shares of Chubb worth $2.94K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 73 Chubb shares in Q1 2026, an estimated $23.4K.
  • Chubb made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #290 holding.
  • CBIZ Investment Advisory Services first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Chubb position peaked at $25.7K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.