Pinion Investment Advisors’s Chubb CB Stock Holding History

Pinion 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 Q2	$345K	Buy	+1,012	New	+$330K	0.07%	154
2025 Q3	–	Sell	-1,807	Closed	-$524K	–	170
2025 Q2	$524K	Buy	+1,807	New	+$520K	0.18%	94
2020 Q2	–	Sell	-2,526	Closed	-$282K	–	113
2020 Q1	$282K	Buy	2,526 +455	+22%	+$65.2K	0.61%	76
2019 Q4	$322K	Buy	2,071 +191	+10%	+$29.2K	0.6%	82
2019 Q3	$304K	Buy	1,880 +380	+25%	+$58.8K	0.62%	86
2019 Q2	$221K	Sell	1,500 -935	-38%	-$135K	0.47%	103
2019 Q1	$341K	Buy	2,435 +120	+5%	+$16K	0.6%	86
2018 Q4	$299K	Buy	2,315 +525	+29%	+$67.8K	0.63%	85
2018 Q3	$239K	Buy	1,790 +135	+8%	+$18.3K	0.46%	110
2018 Q2	$210K	Buy	+1,655	New	+$220K	0.41%	116

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinion Investment Advisors's CB Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in Chubb (CB) in Q2 2026: 1,012 shares worth $345K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in CB as recently as Q2 2025.

Pinion Investment Advisors first reported a position in CB in Q2 2018 and has held it in 10 quarters since. The position peaked at $524K in Q2 2025. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Pinion Investment Advisors held 1,012 shares of Chubb worth $345K as of Q2 2026.
Chubb was a new Pinion Investment Advisors position in Q2 2026.
Chubb made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #154 holding.
Pinion Investment Advisors first reported a position in Chubb in Q2 2018 and has held it in 10 quarters since.
Pinion Investment Advisors's Chubb position peaked at $524K in Q2 2025.
2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.