SIA
CB icon

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
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 $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

Schear Investment Advisers's CB Position: Q1 2026 in Review

Schear Investment Advisers reduced its Chubb (CB) stake by 2.2% in Q1 2026, selling an estimated $43.6K and leaving 6,178 shares worth $2.01M. The position accounts for 0.89% of the portfolio, ranked #39.

Schear Investment Advisers first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Schear Investment Advisers held 6,178 shares of Chubb worth $2.01M as of Q1 2026.
  • Schear Investment Advisers sold 136 Chubb shares in Q1 2026, an estimated $43.6K.
  • Chubb made up 0.89% of Schear Investment Advisers's portfolio in Q1 2026, its #39 holding.
  • Schear Investment Advisers first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.