Claro Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.75M | Buy |
5,130
+25
| +0.5% | +$8.15K | 0.18% | 92 |
|
|
2026
Q1 | $1.66M | Buy |
5,105
+37
| +0.7% | +$11.9K | 0.2% | 89 |
|
|
2025
Q4 | $1.58M | Buy |
5,068
+459
| +10% | +$134K | 0.22% | 91 |
|
|
2025
Q3 | $1.3M | Buy |
4,609
+74
| +2% | +$20.4K | 0.19% | 101 |
|
|
2025
Q2 | $1.31M | Sell |
4,535
-2,834
| -38% | -$816K | 0.22% | 95 |
|
|
2025
Q1 | $2.23M | Sell |
7,369
-241
| -3% | -$67K | 0.3% | 61 |
|
|
2024
Q4 | $2.1M | Sell |
7,610
-335
| -4% | -$95.1K | 0.28% | 63 |
|
|
2024
Q3 | $2.29M | Buy |
7,945
+709
| +10% | +$194K | 0.3% | 65 |
|
|
2024
Q2 | $1.85M | Buy |
7,236
+10
| +0.1% | +$2.57K | 0.29% | 67 |
|
|
2024
Q1 | $1.87M | Buy |
7,226
+98
| +1% | +$24.1K | 0.33% | 55 |
|
|
2023
Q4 | $1.61M | Sell |
7,128
-295
| -4% | -$64.5K | 0.35% | 55 |
|
|
2023
Q3 | $1.55M | Buy |
7,423
+417
| +6% | +$84.3K | 0.39% | 55 |
|
|
2023
Q2 | $1.35M | Buy |
7,006
+288
| +4% | +$56.4K | 0.34% | 64 |
|
|
2023
Q1 | $1.3M | Buy |
6,718
+97
| +1% | +$20.4K | 0.38% | 59 |
|
|
2022
Q4 | $1.46M | Buy |
6,621
+714
| +12% | +$149K | 0.48% | 50 |
|
|
2022
Q3 | $1.16M | Hold |
5,907
| – | – | 0.46% | 51 |
|
|
2022
Q2 | $1.16M | Buy |
5,907
+739
| +14% | +$152K | 0.46% | 51 |
|
|
2022
Q1 | $999K | Hold |
5,168
| – | – | 0.36% | 72 |
|
|
2021
Q4 | $999K | Buy |
5,168
+74
| +1% | +$13.9K | 0.36% | 72 |
|
|
2021
Q3 | $884K | Buy |
5,094
+184
| +4% | +$32.3K | 0.37% | 69 |
|
|
2021
Q2 | $780K | Buy |
4,910
+83
| +2% | +$13.8K | 0.35% | 74 |
|
|
2021
Q1 | $763K | Buy |
4,827
+40
| +0.8% | +$6.45K | 0.39% | 69 |
|
|
2020
Q4 | $737K | Sell |
4,787
-7
| -0.1% | -$981 | 0.39% | 70 |
|
|
2020
Q3 | $557K | Sell |
4,794
-58
| -1% | -$7.29K | 0.35% | 83 |
|
|
2020
Q2 | $614K | Buy |
4,852
+146
| +3% | +$16.9K | 0.42% | 66 |
|
|
2020
Q1 | $526K | Buy |
4,706
+119
| +3% | +$17.1K | 0.49% | 59 |
|
|
2019
Q4 | $714K | Buy |
4,587
+46
| +1% | +$7.04K | 0.55% | 50 |
|
|
2019
Q3 | $733K | Buy |
4,541
+55
| +1% | +$8.51K | 0.65% | 44 |
|
|
2019
Q2 | $661K | Buy |
4,486
+87
| +2% | +$12.6K | 0.61% | 47 |
|
|
2019
Q1 | $616K | Buy |
4,399
+50
| +1% | +$6.65K | 0.61% | 49 |
|
|
2018
Q4 | $581K | Buy |
+4,349
| New | +$562K | 0.47% | 47 |
|
Other funds holding CB
Claro Advisors's CB Position: Q2 2026 in Review
Claro Advisors increased its Chubb (CB) stake by 0.49% in Q2 2026, buying an estimated $8.15K and bringing the position to 5,130 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #92.
Claro Advisors first reported a position in CB in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.29M in Q3 2024. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Claro Advisors held 5,130 shares of Chubb worth $1.75M as of Q2 2026.
- Claro Advisors bought 25 Chubb shares in Q2 2026, an estimated $8.15K.
- Chubb made up 0.18% of Claro Advisors's portfolio in Q2 2026, its #92 holding.
- Claro Advisors first reported a position in Chubb in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Chubb position peaked at $2.29M in Q3 2024.
- 2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.