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Claro Advisors’s Chubb CB Stock Holding History

Claro 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 		$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

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

Claro Advisors's CB Position: Q1 2026 in Review

Claro Advisors increased its Chubb (CB) stake by 0.73% in Q1 2026, buying an estimated $11.9K and bringing the position to 5,105 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #89.

Claro Advisors first reported a position in CB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.29M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Claro Advisors held 5,105 shares of Chubb worth $1.66M as of Q1 2026.
  • Claro Advisors bought 37 Chubb shares in Q1 2026, an estimated $11.9K.
  • Chubb made up 0.2% of Claro Advisors's portfolio in Q1 2026, its #89 holding.
  • Claro Advisors first reported a position in Chubb in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Chubb position peaked at $2.29M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.