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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NEOS Investment Management's CB Position: Q1 2026 in Review

NEOS Investment Management increased its Chubb (CB) stake by 3.4% in Q1 2026, buying an estimated $557K and bringing the position to 52,497 shares worth $17.1M. The position accounts for 0.09% of the portfolio, ranked #177.

NEOS Investment Management first reported a position in CB in Q3 2023 and has held it in 11 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • NEOS Investment Management held 52,497 shares of Chubb worth $17.1M as of Q1 2026.
  • NEOS Investment Management bought 1,735 Chubb shares in Q1 2026, an estimated $557K.
  • Chubb made up 0.09% of NEOS Investment Management's portfolio in Q1 2026, its #177 holding.
  • NEOS Investment Management first reported a position in Chubb in Q3 2023 and has held it in 11 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.