IA
CB icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFC Advisors's CB Position: Q1 2026 in Review

IFC Advisors reduced its Chubb (CB) stake by 13% in Q1 2026, selling an estimated $61K and leaving 1,309 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #104.

IFC Advisors first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $468K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • IFC Advisors held 1,309 shares of Chubb worth $427K as of Q1 2026.
  • IFC Advisors sold 190 Chubb shares in Q1 2026, an estimated $61K.
  • Chubb made up 0.06% of IFC Advisors's portfolio in Q1 2026, its #104 holding.
  • IFC Advisors first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Chubb position peaked at $468K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.