Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.64M Buy
7,751
+872
+13% +$284K 0.08% 117
2026
Q1
$2.24M Buy
6,879
+90
+1% +$28.9K 0.07% 125
2025
Q4
$2.12M Sell
6,789
-1,055
-13% -$308K 0.07% 127
2025
Q3
$2.21M Hold
7,844
0.08% 118
2025
Q2
$2.27M Sell
7,844
-61
-0.8% -$17.6K 0.09% 100
2025
Q1
$2.39M Sell
7,905
-376
-5% -$104K 0.11% 92
2024
Q4
$2.29M Buy
8,281
+5,772
+230% +$1.64M 0.1% 93
2024
Q3
$724K Hold
2,509
0.03% 173
2024
Q2
$640K Buy
2,509
+84
+3% +$21.6K 0.03% 182
2024
Q1
$628K Hold
2,425
0.03% 184
2023
Q4
$548K Hold
2,425
0.03% 182
2023
Q3
$505K Sell
2,425
-25
-1% -$5.05K 0.03% 184
2023
Q2
$472K Hold
2,450
0.03% 198
2023
Q1
$476K Hold
2,450
0.03% 193
2022
Q4
$540K Buy
2,450
+100
+4% +$20.8K 0.04% 169
2022
Q3
$427K Buy
2,350
+375
+19% +$71.2K 0.04% 181
2022
Q2
$388K Hold
1,975
0.03% 192
2022
Q1
$419K Buy
1,975
+20
+1% +$4.06K 0.03% 201
2021
Q4
$378K Hold
1,955
0.03% 225
2021
Q3
$339K Hold
1,955
0.03% 234
2021
Q2
$311K Sell
1,955
-114
-6% -$18.9K 0.02% 232
2021
Q1
$327K Buy
2,069
+114
+6% +$18.4K 0.03% 205
2020
Q4
$301K Hold
1,955
0.03% 196
2020
Q3
$227K Sell
1,955
-8
-0.4% -$1K 0.03% 204
2020
Q2
$249K Sell
1,963
-41
-2% -$4.75K 0.04% 183
2020
Q1
$224K Sell
2,004
-51
-2% -$7.31K 0.04% 165
2019
Q4
$320K Hold
2,055
0.04% 161
2019
Q3
$332K Sell
2,055
-798
-28% -$123K 0.05% 155
2019
Q2
$420K Sell
2,853
-6,666
-70% -$962K 0.06% 140
2019
Q1
$1.33M Sell
9,519
-39
-0.4% -$5.19K 0.19% 59
2018
Q4
$1.24M Buy
9,558
+7,270
+318% +$939K 0.2% 60
2018
Q3
$306K Hold
2,288
0.05% 160
2018
Q2
$291K Hold
2,288
0.05% 161
2018
Q1
$313K Hold
2,288
0.05% 151
2017
Q4
$334K Sell
2,288
-16
-0.7% -$2.39K 0.06% 143
2017
Q3
$328K Hold
2,304
0.06% 142
2017
Q2
$335K Hold
2,304
0.06% 129
2017
Q1
$314K Buy
2,304
+183
+9% +$24.6K 0.06% 133
2016
Q4
$280K Buy
2,121
+100
+5% +$12.8K 0.06% 130
2016
Q3
$254K Buy
2,021
+50
+3% +$6.34K 0.05% 144
2016
Q2
$258K Hold
1,971
0.05% 144
2016
Q1
$235K Buy
1,971
+971
+97% +$112K 0.05% 156
2015
Q4
$117K Hold
1,000
0.03% 207
2015
Q3
$103K Hold
1,000
0.03% 225
2015
Q2
$102K Hold
1,000
0.03% 250
2015
Q1
$111K Hold
1,000
0.03% 242
2014
Q4
$115K Hold
1,000
0.03% 216
2014
Q3
$105K Hold
1,000
0.03% 200
2014
Q2
$104K Hold
1,000
0.03% 196
2014
Q1
$99K Hold
1,000
0.03% 199
2013
Q4
$104K Hold
1,000
0.04% 185
2013
Q3
$94K Hold
1,000
0.04% 179
2013
Q2
$89K Buy
+1,000
New +$89.6K 0.04% 154

Other funds holding CB

Joel Isaacson & Co's CB Position: Q2 2026 in Review

Joel Isaacson & Co increased its Chubb (CB) stake by 13% in Q2 2026, buying an estimated $284K and bringing the position to 7,751 shares worth $2.64M. The position accounts for 0.08% of the portfolio, ranked #117.

Joel Isaacson & Co first reported a position in CB in Q2 2013 and has held it in 53 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Joel Isaacson & Co held 7,751 shares of Chubb worth $2.64M as of Q2 2026.
  • Joel Isaacson & Co bought 872 Chubb shares in Q2 2026, an estimated $284K.
  • Chubb made up 0.08% of Joel Isaacson & Co's portfolio in Q2 2026, its #117 holding.
  • Joel Isaacson & Co first reported a position in Chubb in Q2 2013 and has held it in 53 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.