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
Q2 		$2.5M Buy
7,343
+318
+5% +$104K 0.06% 200
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 		$426K 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

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

Kovitz Investment Group Partners's CB Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Chubb (CB) stake by 4.5% in Q2 2026, buying an estimated $104K and bringing the position to 7,343 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #200.

Kovitz Investment Group Partners first reported a position in CB in Q1 2017 and has held it in 18 quarters since. The position peaked at $29.5M in Q2 2025. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kovitz Investment Group Partners held 7,343 shares of Chubb worth $2.5M as of Q2 2026.
  • Kovitz Investment Group Partners bought 318 Chubb shares in Q2 2026, an estimated $104K.
  • Chubb made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #200 holding.
  • Kovitz Investment Group Partners first reported a position in Chubb in Q1 2017 and has held it in 18 quarters since.
  • Kovitz Investment Group Partners's Chubb position peaked at $29.5M in Q2 2025.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.