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NEOS Investment Management’s Chubb CB Stock Holding History

NEOS Investment Management’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 		$20.3M Buy
59,671
+7,174
+14% +$2.34M 0.07% 185
2026
Q1 		$17.1M Buy
52,497
+1,735
+3% +$557K 0.09% 177
2025
Q4 		$15.8M Buy
50,762
+677
+1% +$198K 0.09% 173
2025
Q3 		$14.1M Buy
50,085
+16,545
+49% +$4.55M 0.11% 164
2025
Q2 		$9.72M Buy
33,540
+7,132
+27% +$2.05M 0.12% 153
2025
Q1 		$7.97M Buy
26,408
+5,007
+23% +$1.39M 0.15% 145
2024
Q4 		$5.91M Buy
21,401
+4,973
+30% +$1.41M 0.14% 139
2024
Q3 		$4.74M Buy
16,428
+3,248
+25% +$890K 0.14% 135
2024
Q2 		$3.36M Buy
13,180
+3,984
+43% +$1.02M 0.14% 134
2024
Q1 		$2.38M Buy
9,196
+3,660
+66% +$900K 0.15% 132
2023
Q4 		$1.25M Buy
5,536
+1,777
+47% +$389K 0.12% 163
2023
Q3 		$783K Buy
+3,759
New +$760K 0.1% 169

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

NEOS Investment Management's CB Position: Q2 2026 in Review

NEOS Investment Management increased its Chubb (CB) stake by 14% in Q2 2026, buying an estimated $2.34M and bringing the position to 59,671 shares worth $20.3M. The position accounts for 0.07% of the portfolio, ranked #185.

NEOS Investment Management first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • NEOS Investment Management held 59,671 shares of Chubb worth $20.3M as of Q2 2026.
  • NEOS Investment Management bought 7,174 Chubb shares in Q2 2026, an estimated $2.34M.
  • Chubb made up 0.07% of NEOS Investment Management's portfolio in Q2 2026, its #185 holding.
  • NEOS Investment Management first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.