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Compass Ion Advisors’s Chubb CB Stock Holding History

Compass Ion 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 		$317K Buy
971
+14
+1% +$4.49K 0.03% 221
2025
Q4 		$299K Buy
957
+227
+31% +$66.4K 0.03% 220
2025
Q3 		$206K Buy
730
+20
+3% +$5.5K 0.02% 268
2025
Q2 		$206K Buy
710
+3
+0.4% +$863 0.02% 257
2025
Q1 		$213K Buy
+707
New +$196K 0.03% 246

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

Compass Ion Advisors's CB Position: Q1 2026 in Review

Compass Ion Advisors increased its Chubb (CB) stake by 1.5% in Q1 2026, buying an estimated $4.49K and bringing the position to 971 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #221.

Compass Ion Advisors first reported a position in CB in Q1 2025 and has held it in 5 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Compass Ion Advisors held 971 shares of Chubb worth $317K as of Q1 2026.
  • Compass Ion Advisors bought 14 Chubb shares in Q1 2026, an estimated $4.49K.
  • Chubb made up 0.03% of Compass Ion Advisors's portfolio in Q1 2026, its #221 holding.
  • Compass Ion Advisors first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.