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Innovative Asset Advisors Group’s Chubb CB Stock Holding History

Innovative Asset Advisors Group’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 		$411K Buy
1,202
+179
+17% +$58.4K 0.18% 105
2026
Q1 		$334K Buy
+1,023
New +$328K 0.19% 95

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Innovative Asset Advisors Group's CB Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Chubb (CB) stake by 17% in Q2 2026, buying an estimated $58.4K and bringing the position to 1,202 shares worth $411K. The position accounts for 0.18% of the portfolio, ranked #105.

Innovative Asset Advisors Group first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,069 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Innovative Asset Advisors Group held 1,202 shares of Chubb worth $411K as of Q2 2026.
  • Innovative Asset Advisors Group bought 179 Chubb shares in Q2 2026, an estimated $58.4K.
  • Chubb made up 0.18% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #105 holding.
  • Innovative Asset Advisors Group first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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