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Stratos Investment Management’s Chubb CB Stock Holding History

Stratos Investment Management’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 		$354K Sell
1,039
-83
-7% -$27.1K 0.01% 297
2026
Q1 		$366K Buy
1,122
+39
+4% +$12.5K 0.01% 281
2025
Q4 		$338K Sell
1,083
-164
-13% -$48K 0.01% 278
2025
Q3 		$352K Sell
1,247
-90
-7% -$24.8K 0.01% 279
2025
Q2 		$387K Buy
1,337
+15
+1% +$4.32K 0.02% 278
2025
Q1 		$399K Buy
1,322
+139
+12% +$38.6K 0.02% 230
2024
Q4 		$327K Buy
1,183
+3
+0.3% +$852 0.02% 204
2024
Q3 		$340K Sell
1,180
-88
-7% -$24.1K 0.02% 191
2024
Q2 		$323K Buy
+1,268
New +$326K 0.03% 173

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

Stratos Investment Management's CB Position: Q2 2026 in Review

Stratos Investment Management reduced its Chubb (CB) stake by 7.4% in Q2 2026, selling an estimated $27.1K and leaving 1,039 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #297.

Stratos Investment Management first reported a position in CB in Q2 2024 and has held it in 9 quarters since. The position peaked at $399K in Q1 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Stratos Investment Management held 1,039 shares of Chubb worth $354K as of Q2 2026.
  • Stratos Investment Management sold 83 Chubb shares in Q2 2026, an estimated $27.1K.
  • Chubb made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #297 holding.
  • Stratos Investment Management first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
  • Stratos Investment Management's Chubb position peaked at $399K in Q1 2025.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.