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Foundations Investment Advisors’s Chubb CB Stock Holding History

Foundations 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 		$809K Buy
2,375
+603
+34% +$197K 0.01% 634
2026
Q1 		$578K Buy
1,772
+195
+12% +$62.6K 0.01% 668
2025
Q4 		$492K Sell
1,577
-4
-0.3% -$1.17K 0.01% 719
2025
Q3 		$446K Buy
1,581
+302
+24% +$83.1K 0.01% 689
2025
Q2 		$371K Buy
1,279
+242
+23% +$69.6K 0.01% 674
2025
Q1 		$313K Sell
1,037
-614
-37% -$171K 0.01% 702
2024
Q4 		$456K Buy
1,651
+200
+14% +$56.8K 0.01% 557
2024
Q3 		$418K Sell
1,451
-42
-3% -$11.5K 0.01% 556
2024
Q2 		$381K Buy
1,493
+410
+38% +$105K 0.01% 556
2024
Q1 		$281K Buy
1,083
+172
+19% +$42.3K 0.01% 596
2023
Q4 		$223K Buy
+911
New +$199K 0.01% 620

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

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

Foundations Investment Advisors increased its Chubb (CB) stake by 34% in Q2 2026, buying an estimated $197K and bringing the position to 2,375 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #634.

Foundations Investment Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Foundations Investment Advisors held 2,375 shares of Chubb worth $809K as of Q2 2026.
  • Foundations Investment Advisors bought 603 Chubb shares in Q2 2026, an estimated $197K.
  • Chubb made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #634 holding.
  • Foundations Investment Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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