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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
Q2 		$440K Sell
1,291
-18
-1% -$5.87K 0.03% 232
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
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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's CB Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Chubb (CB) stake by 1.4% in Q2 2026, selling an estimated $5.87K and leaving 1,291 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #232.

Strategic Investment Advisors first reported a position in CB in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.01M in Q4 2022. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Strategic Investment Advisors held 1,291 shares of Chubb worth $440K as of Q2 2026.
  • Strategic Investment Advisors sold 18 Chubb shares in Q2 2026, an estimated $5.87K.
  • Chubb made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #232 holding.
  • Strategic Investment Advisors first reported a position in Chubb in Q4 2021 and has held it in 10 quarters since.
  • Strategic Investment Advisors's Chubb position peaked at $2.01M in Q4 2022.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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