OIA
CB icon

OneDigital Investment Advisors’s Chubb CB Stock Holding History

OneDigital Investment Advisors’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 		$3.25M Sell
9,973
-394
-4% -$126K 0.03% 357
2025
Q4 		$3.24M Sell
10,367
-183
-2% -$53.5K 0.03% 353
2025
Q3 		$2.98M Sell
10,550
-696
-6% -$192K 0.03% 343
2025
Q2 		$3.26M Buy
11,246
+773
+7% +$222K 0.04% 311
2025
Q1 		$3.16M Sell
10,473
-1,768
-14% -$491K 0.04% 306
2024
Q4 		$3.38M Buy
12,241
+3,042
+33% +$864K 0.04% 310
2024
Q3 		$2.65M Sell
9,199
-1,589
-15% -$436K 0.03% 373
2024
Q2 		$2.75M Buy
10,788
+1,901
+21% +$488K 0.03% 351
2024
Q1 		$2.3M Sell
8,887
-748
-8% -$184K 0.04% 302
2023
Q4 		$2.18M Buy
9,635
+1,996
+26% +$437K 0.04% 297
2023
Q3 		$1.59M Buy
7,639
+1,854
+32% +$375K 0.03% 324
2023
Q2 		$1.11M Sell
5,785
-2,729
-32% -$535K 0.02% 391
2023
Q1 		$1.65M Buy
8,514
+4,947
+139% +$1.04M 0.04% 305
2022
Q4 		$787K Buy
3,567
+745
+26% +$155K 0.02% 411
2022
Q3 		$513K Buy
2,822
+14
+0.5% +$2.66K 0.02% 450
2022
Q2 		$552K Buy
2,808
+78
+3% +$16.1K 0.02% 393
2022
Q1 		$584K Buy
2,730
+833
+44% +$169K 0.02% 398
2021
Q4 		$367K Buy
1,897
+266
+16% +$50K 0.01% 540
2021
Q3 		$283K Sell
1,631
-110
-6% -$19.3K 0.01% 591
2021
Q2 		$277K Buy
1,741
+394
+29% +$65.3K 0.01% 576
2021
Q1 		$213K Sell
1,347
-114
-8% -$18.4K 0.01% 599
2020
Q4 		$225K Buy
+1,461
New +$205K 0.01% 568
2020
Q1 		– Sell
-1,504
Closed -$234K – 574
2019
Q4 		$234K Sell
1,504
-98
-6% -$15K 0.02% 476
2019
Q3 		$259K Buy
+1,602
New +$248K 0.02% 419

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

OneDigital Investment Advisors's CB Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Chubb (CB) stake by 3.8% in Q1 2026, selling an estimated $126K and leaving 9,973 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #357.

OneDigital Investment Advisors first reported a position in CB in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.38M in Q4 2024. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • OneDigital Investment Advisors held 9,973 shares of Chubb worth $3.25M as of Q1 2026.
  • OneDigital Investment Advisors sold 394 Chubb shares in Q1 2026, an estimated $126K.
  • Chubb made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #357 holding.
  • OneDigital Investment Advisors first reported a position in Chubb in Q3 2019 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's Chubb position peaked at $3.38M in Q4 2024.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.