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Investment Research & Advisory Group’s Chubb CB Stock Holding History

Investment Research & Advisory 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 		$4.9M Buy
14,354
+43
+0.3% +$14K 1.51% 16
2026
Q1 		$4.67M Buy
14,311
+162
+1% +$52K 1.63% 17
2025
Q4 		$4.42M Buy
14,149
+17
+0.1% +$4.97K 1.46% 17
2025
Q3 		$3.99M Buy
14,132
+418
+3% +$115K 1.35% 21
2025
Q2 		$3.97M Sell
13,714
-396
-3% -$114K 1.48% 21
2025
Q1 		$4.26M Buy
14,110
+609
+5% +$169K 1.78% 16
2024
Q4 		$3.73M Sell
13,501
-98
-0.7% -$27.8K 1.55% 17
2024
Q3 		$3.92M Buy
13,599
+67
+0.5% +$18.4K 1.66% 18
2024
Q2 		$3.45M Sell
13,532
-40
-0.3% -$10.3K 1.53% 19
2024
Q1 		$3.52M Buy
13,572
+169
+1% +$41.6K 1.62% 19
2023
Q4 		$3.03M Buy
13,403
+343
+3% +$75K 1.55% 17
2023
Q3 		$2.72M Sell
13,060
-8
-0.1% -$1.62K 1.54% 16
2023
Q2 		$2.52M Buy
13,068
+47
+0.4% +$9.21K 1.46% 19
2023
Q1 		$2.53M Sell
13,021
-61
-0.5% -$12.8K 1.62% 17
2022
Q4 		$2.89M Sell
13,082
-23
-0.2% -$4.79K 1.9% 16
2022
Q3 		$2.38M Buy
13,105
+514
+4% +$97.6K 1.78% 15
2022
Q2 		$2.48M Buy
12,591
+83
+0.7% +$17.1K 1.79% 15
2022
Q1 		$2.67M Buy
12,508
+104
+0.8% +$21.1K 1.68% 15
2021
Q4 		$2.4M Sell
12,404
-135
-1% -$25.4K 1.46% 20
2021
Q3 		$2.19M Buy
12,539
+93
+0.7% +$16.3K 1.44% 22
2021
Q2 		$1.98M Buy
12,446
+134
+1% +$22.2K 1.3% 23
2021
Q1 		$1.95M Sell
12,312
-286
-2% -$46.1K 1.43% 22
2020
Q4 		$1.94M Buy
12,598
+471
+4% +$66K 1.44% 22
2020
Q3 		$1.41M Sell
12,127
-403
-3% -$50.6K 1.17% 28
2020
Q2 		$1.58M Buy
12,530
+6,553
+110% +$759K 1.42% 21
2020
Q1 		$668K Sell
5,977
-1,706
-22% -$245K 0.62% 27
2019
Q4 		$1.2M Buy
+7,683
New +$1.18M 1.11% 20

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

Investment Research & Advisory Group's CB Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Chubb (CB) stake by 0.3% in Q2 2026, buying an estimated $14K and bringing the position to 14,354 shares worth $4.9M. The position accounts for 1.51% of the portfolio, ranked #16.

Investment Research & Advisory Group first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Investment Research & Advisory Group held 14,354 shares of Chubb worth $4.9M as of Q2 2026.
  • Investment Research & Advisory Group bought 43 Chubb shares in Q2 2026, an estimated $14K.
  • Chubb made up 1.51% of Investment Research & Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Investment Research & Advisory Group first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.