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Choate Investment Advisors’s Chubb CB Stock Holding History

Choate 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
2026
Q2 		$4.66M Hold
13,681
– – 0.08% 99
2026
Q1 		$4.46M Sell
13,681
-170
-1% -$54.5K 0.09% 99
2025
Q4 		$4.32M Buy
13,851
+6,180
+81% +$1.81M 0.08% 93
2025
Q3 		$2.17M Buy
7,671
+827
+12% +$228K 0.04% 141
2025
Q2 		$1.98M Buy
6,844
+3,217
+89% +$926K 0.04% 139
2025
Q1 		$1.1M Sell
3,627
-176
-5% -$48.9K 0.03% 177
2024
Q4 		$1.05M Buy
3,803
+438
+13% +$124K 0.03% 186
2024
Q3 		$970K Buy
3,365
+28
+0.8% +$7.68K 0.02% 202
2024
Q2 		$851K Hold
3,337
– – 0.02% 204
2024
Q1 		$865K Buy
3,337
+110
+3% +$27K 0.02% 215
2023
Q4 		$729K Buy
3,227
+338
+12% +$73.9K 0.02% 216
2023
Q3 		$601K Buy
2,889
+961
+50% +$194K 0.02% 225
2023
Q2 		$371K Buy
+1,928
New +$378K 0.02% 225
2017
Q4 		– Sell
-2,920
Closed -$416K – 239
2017
Q3 		$416K Sell
2,920
-396
-12% -$57.3K 0.02% 185
2017
Q2 		$482K Sell
3,316
-76
-2% -$10.7K 0.03% 168
2017
Q1 		$462K Buy
3,392
+601
+22% +$80.8K 0.03% 169
2016
Q4 		$369K Hold
2,791
– – 0.02% 181
2016
Q3 		$351K Hold
2,791
– – 0.02% 181
2016
Q2 		$365K Sell
2,791
-12
-0.4% -$1.48K 0.03% 175
2016
Q1 		$334K Buy
+2,803
New +$322K 0.02% 189
2014
Q4 		– Sell
-1,940
Closed -$203K – 276
2014
Q3 		$203K Hold
1,940
– – 0.01% 252
2014
Q2 		$201K Buy
+1,940
New +$199K 0.01% 260
2014
Q1 		– Sell
-1,940
Closed -$201K – 291
2013
Q4 		$201K Buy
+1,940
New +$191K 0.01% 257

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 $3.37T AUM 44.26% 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

Choate Investment Advisors's CB Position: Q2 2026 in Review

Choate Investment Advisors held its Chubb (CB) position steady in Q2 2026 at 13,681 shares worth $4.66M. The position accounts for 0.08% of the portfolio, ranked #99.

Choate Investment Advisors first reported a position in CB in Q4 2013 and has held it in 23 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Choate Investment Advisors held 13,681 shares of Chubb worth $4.66M as of Q2 2026.
  • Choate Investment Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.08% of Choate Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Choate Investment Advisors first reported a position in Chubb in Q4 2013 and has held it in 23 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.