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HFM Investment Advisors’s Chubb CB Stock Holding History

HFM 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 		$9.2K Buy
27
+1
+4% +$326 ﹤0.01% 120
2026
Q1 		$8.47K Hold
26
– – ﹤0.01% 125
2025
Q4 		$8.12K Buy
26
+20
+333% +$5.85K ﹤0.01% 140
2025
Q3 		$1.69K Sell
6
-1
-14% -$275 ﹤0.01% 226
2025
Q2 		$2.03K Buy
7
+4
+133% +$1.15K ﹤0.01% 186
2025
Q1 		$906 Buy
+3
New +$834 ﹤0.01% 176

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

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

HFM Investment Advisors increased its Chubb (CB) stake by 3.8% in Q2 2026, buying an estimated $326 and bringing the position to 27 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

HFM Investment Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • HFM Investment Advisors held 27 shares of Chubb worth $9.2K as of Q2 2026.
  • HFM Investment Advisors bought 1 Chubb share in Q2 2026, an estimated $326.
  • Chubb made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • HFM Investment Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.