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Means Investment Company’s Chubb CB Stock Holding History

Means Investment Company’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 		$785K Buy
2,304
+3
+0.1% +$979 0.06% 106
2026
Q1 		$750K Buy
2,301
+1
+0% +$321 0.07% 104
2025
Q4 		$718K Buy
2,300
+1
+0% +$292 0.06% 105
2025
Q3 		$649K Buy
2,299
+1
+0% +$275 0.06% 112
2025
Q2 		$666K Buy
2,298
+1
+0% +$288 0.06% 108
2025
Q1 		$694K Sell
2,297
-4
-0.2% -$1.11K 0.07% 107
2024
Q4 		$636K Buy
2,301
+1
+0% +$284 0.07% 114
2024
Q3 		$663K Buy
2,300
+1
+0% +$274 0.07% 113
2024
Q2 		$586K Sell
2,299
-50
-2% -$12.8K 0.07% 116
2024
Q1 		$609K Buy
2,349
+1,007
+75% +$248K 0.08% 119
2023
Q4 		$303K Sell
1,342
-81
-6% -$17.7K 0.04% 160
2023
Q3 		$296K Buy
1,423
+2
+0.1% +$404 0.05% 161
2023
Q2 		$274K Buy
1,421
+10
+0.7% +$1.96K 0.04% 167
2023
Q1 		$274K Buy
1,411
+1
+0.1% +$210 0.05% 168
2022
Q4 		$311K Sell
1,410
-28
-2% -$5.83K 0.06% 151
2022
Q3 		$262K Buy
1,438
+64
+5% +$12.2K 0.06% 162
2022
Q2 		$270K Buy
1,374
+1
+0.1% +$206 0.06% 161
2022
Q1 		$294K Buy
1,373
+2
+0.1% +$406 0.05% 154
2021
Q4 		$265K Buy
1,371
+2
+0.1% +$376 0.05% 168
2021
Q3 		$238K Buy
1,369
+1
+0.1% +$175 0.05% 164
2021
Q2 		$217K Buy
1,368
+2
+0.1% +$331 0.04% 177
2021
Q1 		$216K Hold
1,366
– – 0.05% 164
2020
Q4 		$227K Buy
+1,366
New +$191K 0.05% 163
2020
Q1 		– Sell
-1,371
Closed -$211K – 143
2019
Q4 		$211K Buy
1,371
+1
+0.1% +$153 0.07% 137
2019
Q3 		$202K Buy
+1,370
New +$212K 0.08% 133

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 $3.38T AUM 44.17% 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

Means Investment Company's CB Position: Q2 2026 in Review

Means Investment Company increased its Chubb (CB) stake by 0.13% in Q2 2026, buying an estimated $979 and bringing the position to 2,304 shares worth $785K. The position accounts for 0.06% of the portfolio, ranked #106.

Means Investment Company first reported a position in CB in Q3 2019 and has held it in 25 quarters since. 2,167 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Means Investment Company held 2,304 shares of Chubb worth $785K as of Q2 2026.
  • Means Investment Company bought 3 Chubb shares in Q2 2026, an estimated $979.
  • Chubb made up 0.06% of Means Investment Company's portfolio in Q2 2026, its #106 holding.
  • Means Investment Company first reported a position in Chubb in Q3 2019 and has held it in 25 quarters since.
  • 2,167 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.