Okabena Investment Services’s Chubb CB Stock Holding History

Okabena Investment 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 Q2	$578K	Hold	1,696	–	–	0.1%	104
2026 Q1	$553K	Hold	1,696	–	–	0.11%	110
2025 Q4	$529K	Hold	1,696	–	–	0.1%	112
2025 Q3	$479K	Buy	1,696 +4	+0.2%	+$1.1K	0.09%	117
2025 Q2	$490K	Hold	1,692	–	–	0.11%	104
2025 Q1	$511K	Sell	1,692 -55	-3%	-$15.3K	0.13%	98
2024 Q4	$483K	Hold	1,747	–	–	0.13%	94
2024 Q3	$504K	Sell	1,747 -1,400	-44%	-$384K	0.14%	88
2024 Q2	$803K	Buy	3,147 +1,400	+80%	+$360K	0.25%	71
2024 Q1	$453K	Sell	1,747 -41	-2%	-$10.1K	0.15%	89
2023 Q4	$404K	Buy	+1,788	New	+$391K	0.16%	88
2023 Q2	–	Sell	-54	Closed	-$2.82K	–	164
2023 Q1	$2.82K	Sell	54 -1,638	-97%	-$344K	﹤0.01%	154
2022 Q4	$373K	Hold	1,692	–	–	0.25%	75
2022 Q3	$308K	Buy	+1,692	New	+$321K	0.15%	92

Other funds holding CB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's CB Position: Q2 2026 in Review

Okabena Investment Services held its Chubb (CB) position steady in Q2 2026 at 1,696 shares worth $578K. The position accounts for 0.1% of the portfolio, ranked #104.

Okabena Investment Services first reported a position in CB in Q3 2022 and has held it in 14 quarters since. The position peaked at $803K in Q2 2024. 1,669 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Okabena Investment Services held 1,696 shares of Chubb worth $578K as of Q2 2026.
Okabena Investment Services left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.1% of Okabena Investment Services's portfolio in Q2 2026, its #104 holding.
Okabena Investment Services first reported a position in Chubb in Q3 2022 and has held it in 14 quarters since.
Okabena Investment Services's Chubb position peaked at $803K in Q2 2024.
1,669 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.