IWA
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Icon Wealth Advisors’s Chubb CB Stock Holding History

Icon Wealth 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 		$883K Buy
2,592
+953
+58% +$311K 0.05% 201
2026
Q1 		$534K Sell
1,639
-956
-37% -$307K 0.03% 249
2025
Q4 		$777K Buy
2,595
+57
+2% +$16.7K 0.05% 199
2025
Q3 		$716K Sell
2,538
-903
-26% -$249K 0.05% 213
2025
Q2 		$997K Buy
3,441
+41
+1% +$11.8K 0.07% 167
2025
Q1 		$1.03M Buy
3,400
+1,001
+42% +$278K 0.08% 149
2024
Q4 		$663K Hold
2,399
– – 0.05% 183
2024
Q3 		$692K Buy
2,399
+22
+0.9% +$6.03K 0.06% 176
2024
Q2 		$655K Buy
2,377
+1,461
+159% +$375K 0.06% 176
2024
Q1 		$237K Buy
916
+329
+56% +$80.9K 0.02% 316
2023
Q4 		$133K Buy
+587
New +$128K 0.01% 382

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

Icon Wealth Advisors's CB Position: Q2 2026 in Review

Icon Wealth Advisors increased its Chubb (CB) stake by 58% in Q2 2026, buying an estimated $311K and bringing the position to 2,592 shares worth $883K. The position accounts for 0.05% of the portfolio, ranked #201.

Icon Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Icon Wealth Advisors held 2,592 shares of Chubb worth $883K as of Q2 2026.
  • Icon Wealth Advisors bought 953 Chubb shares in Q2 2026, an estimated $311K.
  • Chubb made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • Icon Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Icon Wealth Advisors's Chubb position peaked at $1.03M in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.