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CSM Advisors’s Chubb CB Stock Holding History

CSM 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 		$1.77M Sell
5,189
-501
-9% -$163K 0.04% 313
2026
Q1 		$1.85M Sell
5,690
-197
-3% -$63.2K 0.05% 312
2025
Q4 		$1.84M Sell
5,887
-7,185
-55% -$2.1M 0.05% 287
2025
Q3 		$3.69M Sell
13,072
-26,210
-67% -$7.21M 0.1% 233
2025
Q2 		$11.4M Sell
39,282
-293
-0.7% -$84.3K 0.33% 86
2025
Q1 		$12M Sell
39,575
-682
-2% -$190K 0.65% 34
2024
Q4 		$11.1M Sell
40,257
-1,577
-4% -$448K 0.52% 43
2024
Q3 		$12.1M Sell
41,834
-1,652
-4% -$453K 0.79% 43
2024
Q2 		$11.1M Sell
43,486
-988
-2% -$254K 0.78% 37
2024
Q1 		$11.5M Buy
44,474
+1,010
+2% +$248K 0.76% 42
2023
Q4 		$9.82M Buy
43,464
+1,090
+3% +$238K 0.71% 42
2023
Q3 		$8.82M Buy
+42,374
New +$8.57M 0.77% 37

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

CSM Advisors's CB Position: Q2 2026 in Review

CSM Advisors reduced its Chubb (CB) stake by 8.8% in Q2 2026, selling an estimated $163K and leaving 5,189 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #313.

CSM Advisors first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q3 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • CSM Advisors held 5,189 shares of Chubb worth $1.77M as of Q2 2026.
  • CSM Advisors sold 501 Chubb shares in Q2 2026, an estimated $163K.
  • Chubb made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #313 holding.
  • CSM Advisors first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • CSM Advisors's Chubb position peaked at $12.1M in Q3 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.