I
CB icon

INVST’s Chubb CB Stock Holding History

INVST’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 		– Sell
-2,730
Closed -$890K – 348
2026
Q1 		$890K Buy
2,730
+2,071
+314% +$664K 0.1% 162
2025
Q4 		$206K Sell
659
-54
-8% -$15.8K 0.02% 300
2025
Q3 		$201K Sell
713
-1
-0.1% -$275 0.02% 301
2025
Q2 		$207K Sell
714
-6
-0.8% -$1.73K 0.03% 289
2025
Q1 		$217K Sell
720
-177
-20% -$49.2K 0.03% 263
2024
Q4 		$248K Sell
897
-18
-2% -$5.11K 0.03% 221
2024
Q3 		$264K Buy
915
+52
+6% +$14.3K 0.03% 212
2024
Q2 		$220K Buy
+863
New +$222K 0.02% 243

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

INVST's CB Position: Q2 2026 in Review

INVST sold out of Chubb (CB) in Q2 2026, closing a stake of 2,730 shares — an estimated $890K sold.

INVST first reported a position in CB in Q2 2024 and held it in 8 quarters. The position peaked at $890K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • INVST reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • INVST sold 2,730 Chubb shares in Q2 2026, an estimated $890K.
  • INVST first reported a position in Chubb in Q2 2024 and held it in 8 quarters.
  • INVST's Chubb position peaked at $890K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.