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Cohen Investment Advisors’s Chubb CB Stock Holding History

Cohen 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 		$4.52M Sell
13,261
-146
-1% -$47.6K 2.02% 18
2026
Q1 		$4.37M Buy
13,407
+27
+0.2% +$8.66K 2.08% 18
2025
Q4 		$4.18M Buy
13,380
+189
+1% +$55.3K 1.92% 20
2025
Q3 		$3.72M Buy
13,191
+691
+6% +$190K 1.81% 24
2025
Q2 		$3.62M Buy
12,500
+413
+3% +$119K 1.89% 22
2025
Q1 		$3.65M Buy
12,087
+410
+4% +$114K 2.12% 17
2024
Q4 		$3.23M Buy
11,677
+1,222
+12% +$347K 1.95% 19
2024
Q3 		$3.02M Buy
+10,455
New +$2.87M 1.84% 24

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

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

Cohen Investment Advisors reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $47.6K and leaving 13,261 shares worth $4.52M. The position accounts for 2.02% of the portfolio, ranked #18.

Cohen Investment Advisors first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,158 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cohen Investment Advisors held 13,261 shares of Chubb worth $4.52M as of Q2 2026.
  • Cohen Investment Advisors sold 146 Chubb shares in Q2 2026, an estimated $47.6K.
  • Chubb made up 2.02% of Cohen Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Cohen Investment Advisors first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,158 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.