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KCM Investment Advisors’s Chubb CB Stock Holding History

KCM Investment 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 		$5.45M Buy
16,713
+198
+1% +$63.5K 0.18% 88
2025
Q4 		$5.15M Sell
16,515
-458
-3% -$134K 0.17% 97
2025
Q3 		$4.79M Buy
16,973
+114
+0.7% +$31.4K 0.15% 100
2025
Q2 		$4.88M Buy
16,859
+486
+3% +$140K 0.16% 95
2025
Q1 		$4.94M Sell
16,373
-254
-2% -$70.6K 0.18% 93
2024
Q4 		$4.59M Buy
16,627
+299
+2% +$84.9K 0.16% 101
2024
Q3 		$4.71M Buy
16,328
+2,532
+18% +$694K 0.16% 100
2024
Q2 		$3.52M Sell
13,796
-29
-0.2% -$7.45K 0.13% 114
2024
Q1 		$3.58M Buy
13,825
+291
+2% +$71.5K 0.13% 117
2023
Q4 		$3.06M Sell
13,534
-1,410
-9% -$308K 0.12% 123
2023
Q3 		$3.11M Sell
14,944
-2,293
-13% -$464K 0.13% 120
2023
Q2 		$3.32M Buy
17,237
+729
+4% +$143K 0.13% 123
2023
Q1 		$3.21M Sell
16,508
-3,933
-19% -$827K 0.13% 126
2022
Q4 		$4.51M Buy
20,441
+1,185
+6% +$247K 0.19% 106
2022
Q3 		$3.5M Buy
19,256
+3,797
+25% +$721K 0.16% 116
2022
Q2 		$3.04M Buy
15,459
+5,624
+57% +$1.16M 0.13% 124
2022
Q1 		$2.1M Buy
9,835
+1,870
+23% +$380K 0.08% 163
2021
Q4 		$1.54M Buy
7,965
+623
+8% +$117K 0.05% 189
2021
Q3 		$1.27M Buy
7,342
+206
+3% +$36.1K 0.05% 188
2021
Q2 		$1.13M Buy
7,136
+910
+15% +$151K 0.05% 194
2021
Q1 		$984K Buy
6,226
+521
+9% +$83.9K 0.04% 202
2020
Q4 		$878K Sell
5,705
-145
-2% -$20.3K 0.04% 197
2020
Q3 		$679K Sell
5,850
-154
-3% -$19.3K 0.04% 195
2020
Q2 		$760K Sell
6,004
-66
-1% -$7.65K 0.04% 196
2020
Q1 		$678K Sell
6,070
-42
-0.7% -$6.02K 0.05% 189
2019
Q4 		$951K Hold
6,112
– – 0.05% 184
2019
Q3 		$987K Hold
6,112
– – 0.06% 173
2019
Q2 		$900K Sell
6,112
-438
-7% -$63.2K 0.05% 181
2019
Q1 		$918K Sell
6,550
-132
-2% -$17.6K 0.06% 177
2018
Q4 		$863K Sell
6,682
-104
-2% -$13.4K 0.06% 243
2018
Q3 		$907K Sell
6,786
-4,731
-41% -$640K 0.05% 255
2018
Q2 		$1.46M Sell
11,517
-6,223
-35% -$827K 0.09% 190
2018
Q1 		$2.43M Sell
17,740
-776
-4% -$112K 0.15% 145
2017
Q4 		$2.71M Sell
18,516
-1,232
-6% -$184K 0.16% 140
2017
Q3 		$2.81M Buy
19,748
+49
+0.2% +$7.09K 0.17% 140
2017
Q2 		$2.86M Sell
19,699
-808
-4% -$114K 0.18% 138
2017
Q1 		$2.79M Sell
20,507
-1,112
-5% -$150K 0.18% 138
2016
Q4 		$2.86M Sell
21,619
-571
-3% -$72.8K 0.19% 131
2016
Q3 		$2.79M Sell
22,190
-136
-0.6% -$17.3K 0.19% 129
2016
Q2 		$2.92M Buy
22,326
+334
+2% +$41.2K 0.2% 128
2016
Q1 		$2.62M Buy
+21,992
New +$2.53M 0.19% 132
2015
Q3 		– Sell
-2,620
Closed -$266K – 522
2015
Q2 		$266K Buy
+2,620
New +$282K 0.02% 461

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

KCM Investment Advisors's CB Position: Q1 2026 in Review

KCM Investment Advisors increased its Chubb (CB) stake by 1.2% in Q1 2026, buying an estimated $63.5K and bringing the position to 16,713 shares worth $5.45M. The position accounts for 0.18% of the portfolio, ranked #88.

KCM Investment Advisors first reported a position in CB in Q2 2015 and has held it in 42 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • KCM Investment Advisors held 16,713 shares of Chubb worth $5.45M as of Q1 2026.
  • KCM Investment Advisors bought 198 Chubb shares in Q1 2026, an estimated $63.5K.
  • Chubb made up 0.18% of KCM Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • KCM Investment Advisors first reported a position in Chubb in Q2 2015 and has held it in 42 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.