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Invera Wealth Advisors’s Chubb CB Stock Holding History

Invera 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
Q1 		$1.18M Sell
3,606
-96
-3% -$30.8K 0.75% 43
2025
Q4 		$1.16M Sell
3,702
-84
-2% -$24.6K 0.73% 41
2025
Q3 		$1.07M Sell
3,786
-6
-0.2% -$1.65K 0.66% 48
2025
Q2 		$1.1M Sell
3,792
-23
-0.6% -$6.62K 0.72% 45
2025
Q1 		$1.15M Buy
+3,815
New +$1.06M 0.74% 44
2024
Q2 		– Sell
-3,936
Closed -$966K – 57
2024
Q1 		$966K Sell
3,936
-193
-5% -$47.5K 0.82% 40
2023
Q4 		$933K Buy
+4,129
New +$903K 0.58% 60

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

Invera Wealth Advisors's CB Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Chubb (CB) stake by 2.6% in Q1 2026, selling an estimated $30.8K and leaving 3,606 shares worth $1.18M. The position accounts for 0.75% of the portfolio, ranked #43.

Invera Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Invera Wealth Advisors held 3,606 shares of Chubb worth $1.18M as of Q1 2026.
  • Invera Wealth Advisors sold 96 Chubb shares in Q1 2026, an estimated $30.8K.
  • Chubb made up 0.75% of Invera Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Invera Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.