Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Chubb CB Stock Holding History

Kovitz Investment Group Partners’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 		$2.29M Buy
7,025
+250
+4% +$80.2K 0.05% 207
2025
Q4 		$2.11M Sell
6,775
-95,462
-93% -$27.9M 0.05% 227
2025
Q3 		$28.9M Buy
102,237
+558
+0.5% +$154K 0.11% 167
2025
Q2 		$29.5M Buy
101,679
+41,134
+68% +$11.8M 0.13% 147
2025
Q1 		$18.3M Sell
60,545
-1,144
-2% -$318K 0.09% 183
2024
Q4 		$17M Buy
61,689
+3,514
+6% +$998K 0.08% 198
2024
Q3 		$15.3M Buy
58,175
+7,596
+15% +$2.08M 0.11% 168
2024
Q2 		$12.9M Buy
50,579
+6,549
+15% +$1.68M 0.11% 134
2024
Q1 		$11.4M Buy
+44,030
New +$10.8M 0.15% 96
2023
Q3 		– Sell
-1,187
Closed -$229K – 396
2023
Q2 		$229K Buy
+1,187
New +$233K ﹤0.01% 388
2019
Q1 		– Sell
-2,005
Closed -$259K – 357
2018
Q4 		$259K Sell
2,005
-611
-23% -$79K 0.01% 242
2018
Q3 		$350K Buy
+2,616
New +$354K 0.02% 128
2018
Q2 		– Sell
-2,897
Closed -$396K – 144
2018
Q1 		$396K Sell
2,897
-21
-0.7% -$3.04K 0.02% 120
2017
Q4 		$426 Hold
2,918
– – 0.02% 126
2017
Q3 		$416K Hold
2,918
– – 0.02% 125
2017
Q2 		$424K Buy
2,918
+12
+0.4% +$1.69K 0.02% 122
2017
Q1 		$396K Buy
+2,906
New +$391K 0.02% 106

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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

Kovitz Investment Group Partners's CB Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Chubb (CB) stake by 3.7% in Q1 2026, buying an estimated $80.2K and bringing the position to 7,025 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #207.

Kovitz Investment Group Partners first reported a position in CB in Q1 2017 and has held it in 17 quarters since. The position peaked at $29.5M in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Kovitz Investment Group Partners held 7,025 shares of Chubb worth $2.29M as of Q1 2026.
  • Kovitz Investment Group Partners bought 250 Chubb shares in Q1 2026, an estimated $80.2K.
  • Chubb made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #207 holding.
  • Kovitz Investment Group Partners first reported a position in Chubb in Q1 2017 and has held it in 17 quarters since.
  • Kovitz Investment Group Partners's Chubb position peaked at $29.5M in Q2 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.