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Hudson Valley Investment Advisors’s Chubb CB Stock Holding History

Hudson Valley 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 		$443K Sell
1,300
-8
-0.6% -$2.61K 0.05% 114
2026
Q1 		$426K Buy
1,308
+219
+20% +$70.3K 0.06% 116
2025
Q4 		$340K Sell
1,089
-392
-26% -$115K 0.04% 128
2025
Q3 		$418K Sell
1,481
-35
-2% -$9.63K 0.04% 126
2025
Q2 		$439K Buy
1,516
+35
+2% +$10.1K 0.05% 126
2025
Q1 		$447K Sell
1,481
-239
-14% -$66.4K 0.05% 117
2024
Q4 		$475K Hold
1,720
– – 0.05% 120
2024
Q3 		$496K Sell
1,720
-951
-36% -$261K 0.05% 125
2024
Q2 		$604K Buy
2,671
+641
+32% +$165K 0.08% 120
2024
Q1 		$526K Sell
2,030
-641
-24% -$158K 0.06% 123
2023
Q4 		$604K Sell
2,671
-228
-8% -$49.9K 0.08% 120
2023
Q3 		$603K Sell
2,899
-423
-13% -$85.5K 0.09% 124
2023
Q2 		$640K Sell
3,322
-75
-2% -$14.7K 0.09% 123
2023
Q1 		$660K Sell
3,397
-249
-7% -$52.3K 0.09% 130
2022
Q4 		$804K Sell
3,646
-55
-1% -$11.4K 0.12% 118
2022
Q3 		$673K Sell
3,701
-120
-3% -$22.8K 0.11% 122
2022
Q2 		$751K Sell
3,821
-60
-2% -$12.4K 0.12% 118
2022
Q1 		$830K Sell
3,881
-221
-5% -$44.9K 0.11% 119
2021
Q4 		$793K Sell
4,102
-160
-4% -$30.1K 0.12% 101
2021
Q3 		$739K Sell
4,262
-95
-2% -$16.7K 0.13% 106
2021
Q2 		$692K Sell
4,357
-390
-8% -$64.6K 0.12% 107
2021
Q1 		$750K Sell
4,747
-378
-7% -$60.9K 0.13% 101
2020
Q4 		$789K Sell
5,125
-105
-2% -$14.7K 0.15% 97
2020
Q3 		$607K Sell
5,230
-376
-7% -$47.2K 0.13% 102
2020
Q2 		$710K Sell
5,606
-32
-0.6% -$3.71K 0.17% 96
2020
Q1 		$630K Sell
5,638
-4,102
-42% -$588K 0.17% 93
2019
Q4 		$1.52M Sell
9,740
-168
-2% -$25.7K 0.32% 72
2019
Q3 		$1.6M Buy
+9,908
New +$1.53M 0.37% 65

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

Hudson Valley Investment Advisors's CB Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Chubb (CB) stake by 0.61% in Q2 2026, selling an estimated $2.61K and leaving 1,300 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #114.

Hudson Valley Investment Advisors first reported a position in CB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.6M in Q3 2019. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Hudson Valley Investment Advisors held 1,300 shares of Chubb worth $443K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 8 Chubb shares in Q2 2026, an estimated $2.61K.
  • Chubb made up 0.05% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Hudson Valley Investment Advisors first reported a position in Chubb in Q3 2019 and has held it in 28 quarters since.
  • Hudson Valley Investment Advisors's Chubb position peaked at $1.6M in Q3 2019.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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