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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
Q2 		$356K Buy
1,046
+75
+8% +$24.5K 0.03% 227
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 $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

Compass Ion Advisors's CB Position: Q2 2026 in Review

Compass Ion Advisors increased its Chubb (CB) stake by 7.7% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,046 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #227.

Compass Ion Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Compass Ion Advisors held 1,046 shares of Chubb worth $356K as of Q2 2026.
  • Compass Ion Advisors bought 75 Chubb shares in Q2 2026, an estimated $24.5K.
  • Chubb made up 0.03% of Compass Ion Advisors's portfolio in Q2 2026, its #227 holding.
  • Compass Ion Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.