Virtus Investment Advisers’s Chubb CB Stock Holding History

Virtus 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	$1.89M	Sell	5,554 -740	-12%	-$241K	0.44%	59
2026 Q1	$2.05M	Buy	+6,294	New	+$2.02M	0.57%	18
2025 Q4	–	Sell	-6,893	Closed	-$1.95M	–	475
2025 Q3	$1.95M	Buy	6,893 +1,929	+39%	+$531K	0.56%	39
2025 Q2	$1.44M	Sell	4,964 -252	-5%	-$72.5K	0.49%	99
2025 Q1	$1.58M	Buy	+5,216	New	+$1.45M	0.43%	23
2018 Q1	–	Sell	-28,793	Closed	-$4.21M	–	78
2017 Q4	$4.21M	Sell	28,793 -980	-3%	-$146K	0.46%	64
2017 Q3	$4.24M	Sell	29,773 -2,912	-9%	-$421K	0.45%	68
2017 Q2	$4.75M	Sell	32,685 -7,787	-19%	-$1.1M	0.46%	67
2017 Q1	$5.51M	Sell	40,472 -8,560	-17%	-$1.15M	0.49%	60
2016 Q4	$6.48M	Buy	49,032 +1,036	+2%	+$132K	0.5%	55
2016 Q3	$6.03M	Buy	+47,996	New	+$6.09M	0.39%	81

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Virtus Investment Advisers reduced its Chubb (CB) stake by 12% in Q2 2026, selling an estimated $241K and leaving 5,554 shares worth $1.89M. The position accounts for 0.44% of the portfolio, ranked #59.

Virtus Investment Advisers first reported a position in CB in Q3 2016 and has held it in 11 quarters since. The position peaked at $6.48M in Q4 2016. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Virtus Investment Advisers held 5,554 shares of Chubb worth $1.89M as of Q2 2026.
Virtus Investment Advisers sold 740 Chubb shares in Q2 2026, an estimated $241K.
Chubb made up 0.44% of Virtus Investment Advisers's portfolio in Q2 2026, its #59 holding.
Virtus Investment Advisers first reported a position in Chubb in Q3 2016 and has held it in 11 quarters since.
Virtus Investment Advisers's Chubb position peaked at $6.48M in Q4 2016.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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