Meeder Advisory Services’s Chubb CB Stock Holding History

Meeder Advisory Services’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	$3.8M	Buy	11,649 +1,091	+10%	+$350K	0.16%	89
2025 Q4	$3.3M	Buy	10,558 +882	+9%	+$258K	0.14%	103
2025 Q3	$2.73M	Buy	9,676 +49	+0.5%	+$13.5K	0.13%	118
2025 Q2	$2.79M	Buy	9,627 +460	+5%	+$132K	0.14%	109
2025 Q1	$2.77M	Buy	9,167 +433	+5%	+$120K	0.17%	105
2024 Q4	$2.41M	Sell	8,734 -117	-1%	-$33.2K	0.15%	112
2024 Q3	$2.55M	Sell	8,851 -157	-2%	-$43K	0.17%	100
2024 Q2	$2.3M	Buy	9,008 +3,174	+54%	+$815K	0.16%	108
2024 Q1	$1.51M	Buy	5,834 +82	+1%	+$20.2K	0.15%	114
2023 Q4	$1.3M	Buy	5,752 +263	+5%	+$57.5K	0.15%	118
2023 Q3	$1.14M	Sell	5,489 -1,237	-18%	-$250K	0.14%	122
2023 Q2	$1.3M	Buy	6,726 +478	+8%	+$93.6K	0.14%	124
2023 Q1	$1.21M	Buy	6,248 +330	+6%	+$69.4K	0.14%	128
2022 Q4	$1.31M	Buy	+5,918	New	+$1.23M	0.16%	110

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meeder Advisory Services's CB Position: Q1 2026 in Review

Meeder Advisory Services increased its Chubb (CB) stake by 10% in Q1 2026, buying an estimated $350K and bringing the position to 11,649 shares worth $3.8M. The position accounts for 0.16% of the portfolio, ranked #89.

Meeder Advisory Services first reported a position in CB in Q4 2022 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Meeder Advisory Services held 11,649 shares of Chubb worth $3.8M as of Q1 2026.
Meeder Advisory Services bought 1,091 Chubb shares in Q1 2026, an estimated $350K.
Chubb made up 0.16% of Meeder Advisory Services's portfolio in Q1 2026, its #89 holding.
Meeder Advisory Services first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.