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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
Q2 		$2.94K Hold
9
– – ﹤0.01% 290
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CBIZ Investment Advisory Services's CB Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Chubb (CB) position steady in Q2 2026 at 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 6 quarters since. The position peaked at $25.7K in Q4 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • CBIZ Investment Advisory Services held 9 shares of Chubb worth $2.94K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #290 holding.
  • CBIZ Investment Advisory Services first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Chubb position peaked at $25.7K in Q4 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.