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Roehl & Yi Investment Advisors’s Chubb CB Stock Holding History

Roehl & Yi 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 		$169K Sell
10,576
-4
-0% -$1.3K 0.06% 183
2026
Q1 		$163K Sell
10,580
-111
-1% -$35.6K 0.06% 170
2025
Q4 		$191K Sell
10,691
-36
-0.3% -$10.5K 0.08% 160
2025
Q3 		$184K Buy
+10,727
New +$2.95M 0.08% 156

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Roehl & Yi Investment Advisors's CB Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Chubb (CB) stake by 0.04% in Q2 2026, selling an estimated $1.3K and leaving 10,576 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #183.

Roehl & Yi Investment Advisors first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $191K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Roehl & Yi Investment Advisors held 10,576 shares of Chubb worth $169K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 4 Chubb shares in Q2 2026, an estimated $1.3K.
  • Chubb made up 0.06% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #183 holding.
  • Roehl & Yi Investment Advisors first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's Chubb position peaked at $191K in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.