Cetera Investment Advisers
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Cetera Investment Advisers’s Chubb CB Stock Holding History

Cetera Investment Advisers’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 		$57M Buy
174,763
+11,224
+7% +$3.6M 0.06% 327
2025
Q4 		$51M Buy
163,539
+1,874
+1% +$548K 0.06% 339
2025
Q3 		$45.6M Buy
161,665
+72,352
+81% +$19.9M 0.05% 353
2025
Q2 		$25.9M Buy
89,313
+7,345
+9% +$2.11M 0.04% 428
2025
Q1 		$24.8M Sell
81,968
-289
-0.4% -$80.3K 0.05% 393
2024
Q4 		$22.7M Buy
82,257
+6,951
+9% +$1.97M 0.05% 388
2024
Q3 		$21.7M Buy
75,306
+5,807
+8% +$1.59M 0.05% 391
2024
Q2 		$17.7M Buy
69,499
+5,446
+9% +$1.4M 0.04% 431
2024
Q1 		$16.6M Buy
64,053
+45,871
+252% +$11.3M 0.04% 447
2023
Q4 		$4.11M Buy
18,182
+733
+4% +$160K 0.03% 509
2023
Q3 		$3.63M Buy
17,449
+42
+0.2% +$8.49K 0.03% 523
2023
Q2 		$3.35M Buy
17,407
+1,897
+12% +$372K 0.03% 564
2023
Q1 		$3.01M Sell
15,510
-1,697
-10% -$357K 0.03% 574
2022
Q4 		$3.8M Buy
17,207
+9,777
+132% +$2.03M 0.04% 476
2022
Q3 		$1.35M Buy
7,430
+2,570
+53% +$488K 0.03% 598
2022
Q2 		$955K Buy
4,860
+1,066
+28% +$220K 0.02% 816
2022
Q1 		$812K Sell
3,794
-610
-14% -$124K 0.01% 889
2021
Q4 		$851K Sell
4,404
-105
-2% -$19.7K 0.01% 879
2021
Q3 		$782K Buy
4,509
+668
+17% +$117K 0.01% 880
2021
Q2 		$610K Sell
3,841
-378
-9% -$62.6K 0.01% 1015
2021
Q1 		$667K Sell
4,219
-387
-8% -$62.4K 0.01% 835
2020
Q4 		$709K Buy
+4,606
New +$646K 0.01% 805

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

Cetera Investment Advisers's CB Position: Q1 2026 in Review

Cetera Investment Advisers increased its Chubb (CB) stake by 6.9% in Q1 2026, buying an estimated $3.6M and bringing the position to 174,763 shares worth $57M. The position accounts for 0.06% of the portfolio, ranked #327.

Cetera Investment Advisers first reported a position in CB in Q4 2020 and has held it in 22 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cetera Investment Advisers held 174,763 shares of Chubb worth $57M as of Q1 2026.
  • Cetera Investment Advisers bought 11,224 Chubb shares in Q1 2026, an estimated $3.6M.
  • Chubb made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #327 holding.
  • Cetera Investment Advisers first reported a position in Chubb in Q4 2020 and has held it in 22 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.