Clearstead 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
Q1 | $4.95M | Sell |
15,188
-500
| -3% | -$160K | 0.05% | 235 |
|
|
2025
Q4 | $4.9M | Buy |
15,688
+3,093
| +25% | +$904K | 0.06% | 205 |
|
|
2025
Q3 | $3.55M | Sell |
12,595
-517
| -4% | -$142K | 0.05% | 236 |
|
|
2025
Q2 | $3.8M | Buy |
13,112
+914
| +7% | +$263K | 0.05% | 225 |
|
|
2025
Q1 | $3.68M | Sell |
12,198
-625
| -5% | -$174K | 0.06% | 214 |
|
|
2024
Q4 | $3.54M | Sell |
12,823
-122
| -0.9% | -$34.6K | 0.05% | 215 |
|
|
2024
Q3 | $3.73M | Buy |
12,945
+820
| +7% | +$225K | 0.06% | 215 |
|
|
2024
Q2 | $3.09M | Buy |
12,125
+3,252
| +37% | +$835K | 0.05% | 223 |
|
|
2024
Q1 | $2.26M | Buy |
8,873
+218
| +3% | +$53.6K | 0.11% | 144 |
|
|
2023
Q4 | $1.96M | Sell |
8,655
-8,671
| -50% | -$1.9M | 0.1% | 153 |
|
|
2023
Q3 | $3.61M | Buy |
17,326
+8,014
| +86% | +$1.62M | 0.1% | 149 |
|
|
2023
Q2 | $1.79M | Buy |
9,312
+76
| +0.8% | +$14.9K | 0.11% | 149 |
|
|
2023
Q1 | $1.79M | Buy |
9,236
+214
| +2% | +$45K | 0.13% | 136 |
|
|
2022
Q4 | $1.99M | Sell |
9,022
-916
| -9% | -$191K | 0.16% | 121 |
|
|
2022
Q3 | $1.81M | Sell |
9,938
-596
| -6% | -$113K | 0.17% | 114 |
|
|
2022
Q2 | $2.07M | Buy |
10,534
+2
| +0% | +$412 | 0.16% | 115 |
|
|
2022
Q1 | $2.25M | Buy |
10,532
+294
| +3% | +$59.7K | 0.15% | 116 |
|
|
2021
Q4 | $1.98M | Sell |
10,238
-348
| -3% | -$65.4K | 0.13% | 125 |
|
|
2021
Q3 | $1.84M | Buy |
10,586
+383
| +4% | +$67.1K | 0.14% | 119 |
|
|
2021
Q2 | $1.62M | Buy |
10,203
+175
| +2% | +$29K | 0.12% | 125 |
|
|
2021
Q1 | $1.58M | Buy |
10,028
+240
| +2% | +$38.7K | 0.13% | 124 |
|
|
2020
Q4 | $1.51M | Buy |
9,788
+1
| +0% | +$140 | 0.14% | 120 |
|
|
2020
Q3 | $1.14M | Sell |
9,787
-1,337
| -12% | -$168K | 0.12% | 126 |
|
|
2020
Q2 | $1.41M | Buy |
11,124
+5,705
| +105% | +$661K | 0.16% | 105 |
|
|
2020
Q1 | $605K | Buy |
5,419
+1
| +0% | +$143 | 0.09% | 148 |
|
|
2019
Q4 | $843K | Buy |
5,418
+1
| +0% | +$153 | 0.1% | 138 |
|
|
2019
Q3 | $875K | Buy |
5,417
+1
| +0% | +$155 | 0.12% | 127 |
|
|
2019
Q2 | $798K | Sell |
5,416
-10
| -0.2% | -$1.44K | 0.11% | 129 |
|
|
2019
Q1 | $760K | Sell |
5,426
-219
| -4% | -$29.1K | 0.1% | 128 |
|
|
2018
Q4 | $729K | Buy |
5,645
+1
| +0% | +$129 | 0.11% | 133 |
|
|
2018
Q3 | $754K | Buy |
5,644
+1
| +0% | +$135 | 0.1% | 122 |
|
|
2018
Q2 | $717K | Sell |
5,643
-164
| -3% | -$21.8K | 0.1% | 123 |
|
|
2018
Q1 | $794K | Hold |
5,807
| – | – | 0.12% | 121 |
|
|
2017
Q4 | $849K | Sell |
5,807
-299
| -5% | -$44.7K | 0.12% | 115 |
|
|
2017
Q3 | $870K | Sell |
6,106
-159
| -3% | -$23K | 0.11% | 128 |
|
|
2017
Q2 | $911K | Hold |
6,265
| – | – | 0.13% | 114 |
|
|
2017
Q1 | $854K | Hold |
6,265
| – | – | 0.12% | 111 |
|
|
2016
Q4 | $828K | Buy |
+6,265
| New | +$799K | 0.13% | 102 |
|
Other funds holding CB
VCM
VPM
Clearstead Advisors's CB Position: Q1 2026 in Review
Clearstead Advisors reduced its Chubb (CB) stake by 3.2% in Q1 2026, selling an estimated $160K and leaving 15,188 shares worth $4.95M. The position accounts for 0.05% of the portfolio, ranked #235.
Clearstead Advisors first reported a position in CB in Q4 2016 and has held it in 38 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- Clearstead Advisors held 15,188 shares of Chubb worth $4.95M as of Q1 2026.
- Clearstead Advisors sold 500 Chubb shares in Q1 2026, an estimated $160K.
- Chubb made up 0.05% of Clearstead Advisors's portfolio in Q1 2026, its #235 holding.
- Clearstead Advisors first reported a position in Chubb in Q4 2016 and has held it in 38 quarters since.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.