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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
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 $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

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

Cohen Investment Advisors increased its Chubb (CB) stake by 0.2% in Q1 2026, buying an estimated $8.66K and bringing the position to 13,407 shares worth $4.37M. The position accounts for 2.08% of the portfolio, ranked #18.

Cohen Investment Advisors first reported a position in CB in Q3 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cohen Investment Advisors held 13,407 shares of Chubb worth $4.37M as of Q1 2026.
  • Cohen Investment Advisors bought 27 Chubb shares in Q1 2026, an estimated $8.66K.
  • Chubb made up 2.08% of Cohen Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Cohen Investment Advisors first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.