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IFC Advisors’s Chubb CB Stock Holding History

IFC 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 		$484K Buy
1,419
+110
+8% +$35.9K 0.06% 114
2026
Q1 		$427K Sell
1,309
-190
-13% -$61K 0.06% 104
2025
Q4 		$468K Sell
1,499
-15
-1% -$4.39K 0.07% 112
2025
Q3 		$427K Buy
1,514
+2
+0.1% +$550 0.08% 114
2025
Q2 		$438K Buy
1,512
+2
+0.1% +$576 0.08% 118
2025
Q1 		$456K Sell
1,510
-44
-3% -$12.2K 0.1% 111
2024
Q4 		$429K Buy
+1,554
New +$441K 0.09% 105

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

IFC Advisors's CB Position: Q2 2026 in Review

IFC Advisors increased its Chubb (CB) stake by 8.4% in Q2 2026, buying an estimated $35.9K and bringing the position to 1,419 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #114.

IFC Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • IFC Advisors held 1,419 shares of Chubb worth $484K as of Q2 2026.
  • IFC Advisors bought 110 Chubb shares in Q2 2026, an estimated $35.9K.
  • Chubb made up 0.06% of IFC Advisors's portfolio in Q2 2026, its #114 holding.
  • IFC Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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