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Regal Investment Advisors’s Chubb CB Stock Holding History

Regal 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 		$648K Buy
1,990
+129
+7% +$41.4K 0.04% 381
2025
Q4 		$581K Buy
1,861
+465
+33% +$136K 0.03% 388
2025
Q3 		$394K Buy
1,396
+212
+18% +$58.3K 0.03% 423
2025
Q2 		$343K Buy
1,184
+335
+39% +$96.4K 0.03% 399
2025
Q1 		$256K Buy
+849
New +$236K 0.02% 431
2024
Q3 		– Sell
-819
Closed -$209K – 509
2024
Q2 		$209K Buy
+819
New +$210K 0.01% 541
2023
Q1 		– Sell
-1,115
Closed -$246K – 521
2022
Q4 		$246K Buy
+1,115
New +$232K 0.02% 417
2014
Q2 		– Sell
-364
Closed -$36K – 902
2014
Q1 		$36K Buy
364
+1
+0.3% +$97 0.02% 403
2013
Q4 		$38K Buy
363
+122
+51% +$12K 0.02% 328
2013
Q3 		$23K Buy
+241
New +$22K 0.01% 442

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

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

Regal Investment Advisors increased its Chubb (CB) stake by 6.9% in Q1 2026, buying an estimated $41.4K and bringing the position to 1,990 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #381.

Regal Investment Advisors first reported a position in CB in Q3 2013 and has held it in 10 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Regal Investment Advisors held 1,990 shares of Chubb worth $648K as of Q1 2026.
  • Regal Investment Advisors bought 129 Chubb shares in Q1 2026, an estimated $41.4K.
  • Chubb made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #381 holding.
  • Regal Investment Advisors first reported a position in Chubb in Q3 2013 and has held it in 10 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.