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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
2022
Q1 		– Sell
-1,600
Closed -$326K – 200
2021
Q4 		$326K Buy
+1,600
New +$301K 0.06% 151

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T. Rowe Price Associates
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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
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Means Investment Company's CB Position: Q1 2026 in Review

Means Investment Company increased its Chubb (CB) stake by 0.04% in Q1 2026, buying an estimated $321 and bringing the position to 2,301 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #104.

Means Investment Company first reported a position in CB in Q3 2019 and has held it in 24 quarters since. 2,112 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Means Investment Company held 2,301 shares of Chubb worth $750K as of Q1 2026.
  • Means Investment Company bought 1 Chubb share in Q1 2026, an estimated $321.
  • Chubb made up 0.07% of Means Investment Company's portfolio in Q1 2026, its #104 holding.
  • Means Investment Company first reported a position in Chubb in Q3 2019 and has held it in 24 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.