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Concurrent Investment Advisors’s Chubb CB Stock Holding History

Concurrent 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 		$23.2M Buy
71,317
+3,471
+5% +$1.11M 0.25% 81
2025
Q4 		$21.2M Buy
67,846
+43,959
+184% +$12.9M 0.24% 84
2025
Q3 		$6.74M Buy
23,887
+4,564
+24% +$1.26M 0.12% 186
2025
Q2 		$5.6M Buy
19,323
+6,104
+46% +$1.76M 0.11% 202
2025
Q1 		$3.99M Sell
13,219
-3,480
-21% -$967K 0.1% 228
2024
Q4 		$4.61M Buy
16,699
+121
+0.7% +$34.4K 0.12% 168
2024
Q3 		$4.78M Sell
16,578
-289
-2% -$79.2K 0.14% 153
2024
Q2 		$4.3M Buy
16,867
+2,974
+21% +$764K 0.14% 154
2024
Q1 		$3.6M Sell
13,893
-1,893
-12% -$465K 0.15% 156
2023
Q4 		$3.57M Buy
+15,786
New +$3.45M 0.17% 141

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

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

Concurrent Investment Advisors increased its Chubb (CB) stake by 5.1% in Q1 2026, buying an estimated $1.11M and bringing the position to 71,317 shares worth $23.2M. The position accounts for 0.25% of the portfolio, ranked #81.

Concurrent Investment Advisors first reported a position in CB in Q4 2023 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Concurrent Investment Advisors held 71,317 shares of Chubb worth $23.2M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,471 Chubb shares in Q1 2026, an estimated $1.11M.
  • Chubb made up 0.25% of Concurrent Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Concurrent Investment Advisors first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.