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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
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 $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

Choate Investment Advisors's CB Position: Q1 2026 in Review

Choate Investment Advisors reduced its Chubb (CB) stake by 1.2% in Q1 2026, selling an estimated $54.5K and leaving 13,681 shares worth $4.46M. The position accounts for 0.09% of the portfolio, ranked #99.

Choate Investment Advisors first reported a position in CB in Q4 2013 and has held it in 22 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Choate Investment Advisors held 13,681 shares of Chubb worth $4.46M as of Q1 2026.
  • Choate Investment Advisors sold 170 Chubb shares in Q1 2026, an estimated $54.5K.
  • Chubb made up 0.09% of Choate Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Choate Investment Advisors first reported a position in Chubb in Q4 2013 and has held it in 22 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.