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Schear Investment Advisers’s Chubb CB Stock Holding History

Schear Investment Advisers’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 		$2.1M Sell
6,154
-24
-0.4% -$7.83K 0.7% 40
2026
Q1 		$2.01M Sell
6,178
-136
-2% -$43.6K 0.89% 39
2025
Q4 		$1.97M Sell
6,314
-144
-2% -$42.1K 0.85% 40
2025
Q3 		$1.82M Buy
6,458
+106
+2% +$29.2K 0.81% 41
2025
Q2 		$1.84M Sell
6,352
-46
-0.7% -$13.2K 0.91% 38
2025
Q1 		$1.93M Sell
6,398
-604
-9% -$168K 1.11% 26
2024
Q4 		$1.93M Buy
7,002
+186
+3% +$52.8K 1.03% 26
2024
Q3 		$1.97M Buy
6,816
+978
+17% +$268K 1.22% 21
2024
Q2 		$1.49M Buy
5,838
+1,557
+36% +$400K 1.08% 27
2024
Q1 		$1.11M Buy
+4,281
New +$1.05M 0.89% 37

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

Schear Investment Advisers's CB Position: Q2 2026 in Review

Schear Investment Advisers reduced its Chubb (CB) stake by 0.39% in Q2 2026, selling an estimated $7.83K and leaving 6,154 shares worth $2.1M. The position accounts for 0.7% of the portfolio, ranked #40.

Schear Investment Advisers first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Schear Investment Advisers held 6,154 shares of Chubb worth $2.1M as of Q2 2026.
  • Schear Investment Advisers sold 24 Chubb shares in Q2 2026, an estimated $7.83K.
  • Chubb made up 0.7% of Schear Investment Advisers's portfolio in Q2 2026, its #40 holding.
  • Schear Investment Advisers first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.