Strategic Investment Advisors’s Chubb CB Stock Holding History

Strategic 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	$426K	Buy	1,309 +340	+35%	+$109K	0.03%	234
2025 Q4	$302K	Sell	969 -72	-7%	-$21.1K	0.03%	207
2025 Q3	$294K	Buy	+1,041	New	+$286K	0.03%	214
2023 Q2	–	Sell	-1,989	Closed	-$386K	–	191
2023 Q1	$386K	Sell	1,989 -7,130	-78%	-$1.5M	0.07%	178
2022 Q4	$2.01M	Buy	9,119 +278	+3%	+$57.8K	0.42%	44
2022 Q3	$1.61M	Buy	8,841 +108	+1%	+$20.5K	0.36%	51
2022 Q2	$1.72M	Buy	8,733 +503	+6%	+$104K	0.34%	48
2022 Q1	$1.76M	Sell	8,230 -1,836	-18%	-$373K	0.33%	53
2021 Q4	$1.95M	Buy	+10,066	New	+$1.89M	0.38%	49

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Strategic Investment Advisors increased its Chubb (CB) stake by 35% in Q1 2026, buying an estimated $109K and bringing the position to 1,309 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #234.

Strategic Investment Advisors first reported a position in CB in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.01M in Q4 2022. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Strategic Investment Advisors held 1,309 shares of Chubb worth $426K as of Q1 2026.
Strategic Investment Advisors bought 340 Chubb shares in Q1 2026, an estimated $109K.
Chubb made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #234 holding.
Strategic Investment Advisors first reported a position in Chubb in Q4 2021 and has held it in 9 quarters since.
Strategic Investment Advisors's Chubb position peaked at $2.01M in Q4 2022.
2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.