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Davidson Investment Advisors’s Chubb CB Stock Holding History

Davidson 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
Q2 		– Sell
-665
Closed -$217K – 125
2026
Q1 		$217K Buy
+665
New +$213K 0.01% 124
2017
Q1 		– Sell
-88
Closed -$11K – 203
2016
Q4 		$11K Sell
88
-22
-20% -$2.81K ﹤0.01% 193
2016
Q3 		$13K Buy
+110
New +$14K ﹤0.01% 179

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

Davidson Investment Advisors's CB Position: Q2 2026 in Review

Davidson Investment Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 665 shares — an estimated $217K sold.

Davidson Investment Advisors first reported a position in CB in Q3 2016 and held it in 3 quarters. The position peaked at $217K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Davidson Investment Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Davidson Investment Advisors sold 665 Chubb shares in Q2 2026, an estimated $217K.
  • Davidson Investment Advisors first reported a position in Chubb in Q3 2016 and held it in 3 quarters.
  • Davidson Investment Advisors's Chubb position peaked at $217K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.