Chb Investment Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001933274

Type: FundHoldings: 74Value: $188.1MLatest: 2025Q1

CHB Investment Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 74 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "BRO",
  "CP.TO",
  "WRB",
  "BSX",
  null,
  null,
  null,
  null,
  "UNP",
  "HUBB",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "HIG",
  "PCAR",
  "IJR",
  "ORCL",
  "IRM",
  "PGR",
  "LDOS",
  "AMGN",
  "REGN",
  "NOW",
  "RSG",
  "IBM",
  "CI",
  "TJX",
  "UPS",
  "BIV",
  "VO",
  null,
  "VCIT",
  null,
  "EME",
  null,
  null,
  "ACGL",
  "AXON",
  "FI",
  "WM",
  null,
  "MSI",
  "SCHB",
  null,
  "VB",
  "VOO",
  "SCHD",
  null,
  "NSC",
  "NDSN",
  null,
  "MCK",
  null,
  "BRK-B",
  "CBOE",
  "COST",
  "DPZ",
  "VMC",
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "MLM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 74
Total Value: 188121
Accession Number: 0001933274-25-000004
Form Type: 13F-HR
CIK: chb-investment-group
Manager Name: Chb-Investment-Group

Data Enrichment

73% identified

54 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $188.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921937819

BIV|921937819

Shares:173.0K

Value:$13.2M

% of Portfolio:7041.2% ($13.2M/$188.1K)

464287242

Shares:118.3K

Value:$12.9M

% of Portfolio:6835.5% ($12.9M/$188.1K)

92189F437

Shares:305.3K

Value:$8.8M

% of Portfolio:4684.2% ($8.8M/$188.1K)

92206C870

VCIT|92206C870

Shares:80.4K

Value:$6.6M

% of Portfolio:3496.2% ($6.6M/$188.1K)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:8.7K

Value:$4.6M

% of Portfolio:2422.9% ($4.6M/$188.1K)

FISERV INC

FI|337738108

Shares:17.4K

Value:$3.8M

% of Portfolio:2042.8% ($3.8M/$188.1K)

BROWN & BROWN, INC.

BRO|115236101

Shares:29.4K

Value:$3.7M

% of Portfolio:1941.3% ($3.7M/$188.1K)

BERKLEY W R CORP

WRB|084423102

Shares:50.6K

Value:$3.6M

% of Portfolio:1912.6% ($3.6M/$188.1K)

46429B747

Shares:33.6K

Value:$3.5M

% of Portfolio:1848.8% ($3.5M/$188.1K)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:34.3K

Value:$3.5M

% of Portfolio:1840.3% ($3.5M/$188.1K)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:12.2K

Value:$3.4M

% of Portfolio:1828.1% ($3.4M/$188.1K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.4K

Value:$3.4M

% of Portfolio:1819.0% ($3.4M/$188.1K)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:15.1K

Value:$3.4M

% of Portfolio:1812.7% ($3.4M/$188.1K)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:13.9K

Value:$3.4M

% of Portfolio:1794.6% ($3.4M/$188.1K)

ALLSTATE CORP

ALL|020002101

Shares:15.8K

Value:$3.3M

% of Portfolio:1744.1% ($3.3M/$188.1K)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:26.5K

Value:$3.3M

% of Portfolio:1742.0% ($3.3M/$188.1K)

AMGEN INC

AMGN|031162100

Shares:10.4K

Value:$3.2M

% of Portfolio:1725.0% ($3.2M/$188.1K)

464288166

Shares:29.0K

Value:$3.2M

% of Portfolio:1688.8% ($3.2M/$188.1K)

03073E105

Shares:11.4K

Value:$3.2M

% of Portfolio:1686.1% ($3.2M/$188.1K)

MCKESSON CORP

MCK|58155Q103

Shares:4.6K

Value:$3.1M

% of Portfolio:1661.2% ($3.1M/$188.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BIVcusip921937819)	173.0K	QoQ +1.70% (+2.9K) YoY-	All Managers (Combined)	$13.2M	7041.2% ($13.2M/$188.1K)	QoQ +4.21% (+$1) YoY-
(cusip464287242)✕	118.3K	QoQ +0.98% (+1.2K) YoY-	All Managers (Combined)	$12.9M	6835.5% ($12.9M/$188.1K)	QoQ +2.73% (+$0) YoY-
(cusip92189F437)✕	305.3K	QoQ +0.48% (+1.5K) YoY-	All Managers (Combined)	$8.8M	4684.2% ($8.8M/$188.1K)	QoQ +1.14% (+$0) YoY-
(VCITcusip92206C870)	80.4K	QoQ +2.00% (+1.6K) YoY-	All Managers (Combined)	$6.6M	3496.2% ($6.6M/$188.1K)	QoQ +3.90% (+$0) YoY-
AXON ENTERPRISE, INC.(AXONcusip05464C101)	8.7K	QoQ -2.04% (-181) YoY-	All Managers (Combined)	$4.6M	2422.9% ($4.6M/$188.1K)	QoQ -13.31% (-$1) YoY-
FISERV INC(FIcusip337738108)	17.4K	QoQ -0.92% (-162) YoY-	All Managers (Combined)	$3.8M	2042.8% ($3.8M/$188.1K)	QoQ +6.51% (-$0) YoY-
BROWN & BROWN, INC.(BROcusip115236101)	29.4K	QoQ -0.04% (-13) YoY-	All Managers (Combined)	$3.7M	1941.3% ($3.7M/$188.1K)	QoQ +21.85% (-$1) YoY-
BERKLEY W R CORP(WRBcusip084423102)	50.6K	QoQ +0.34% (+172) YoY-	All Managers (Combined)	$3.6M	1912.6% ($3.6M/$188.1K)	QoQ +22.00% (+$1) YoY-
(cusip46429B747)✕	33.6K	QoQ +5.03% (+1.6K) YoY-	All Managers (Combined)	$3.5M	1848.8% ($3.5M/$188.1K)	QoQ +8.04% (+$0) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	34.3K	QoQ -0.38% (-134) YoY-	All Managers (Combined)	$3.5M	1840.3% ($3.5M/$188.1K)	QoQ +12.51% (-$0) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	12.2K	QoQ +0.09% (+12) YoY-	All Managers (Combined)	$3.4M	1828.1% ($3.4M/$188.1K)	QoQ +18.25% (+$1) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.4K	QoQ +0.12% (+8) YoY-	All Managers (Combined)	$3.4M	1819.0% ($3.4M/$188.1K)	QoQ +17.63% (+$1) YoY-
Cboe Global Markets, Inc.(CBOEcusip12503M108)	15.1K	QoQ +0.27% (+42) YoY-	All Managers (Combined)	$3.4M	1812.7% ($3.4M/$188.1K)	QoQ +16.14% (+$0) YoY-
REPUBLIC SERVICES, INC.(RSGcusip760759100)	13.9K	QoQ -0.09% (-13) YoY-	All Managers (Combined)	$3.4M	1794.6% ($3.4M/$188.1K)	QoQ +20.27% (-$1) YoY-
ALLSTATE CORP(ALLcusip020002101)	15.8K	QoQ +0.17% (+27) YoY-	All Managers (Combined)	$3.3M	1744.1% ($3.3M/$188.1K)	QoQ +7.60% (+$0) YoY-
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	26.5K	QoQ +0.53% (+140) YoY-	All Managers (Combined)	$3.3M	1742.0% ($3.3M/$188.1K)	QoQ +13.70% (+$0) YoY-
AMGEN INC(AMGNcusip031162100)	10.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.2M	1725.0% ($3.2M/$188.1K)	QoQ +19.52% (+$1) YoY-
(cusip464288166)✕	29.0K	QoQ +2.32% (+660) YoY-	All Managers (Combined)	$3.2M	1688.8% ($3.2M/$188.1K)	QoQ +3.72% (+$0) YoY-
(cusip03073E105)✕	11.4K	QoQ +0.59% (+67) YoY-	All Managers (Combined)	$3.2M	1686.1% ($3.2M/$188.1K)	QoQ +24.48% (+$1) YoY-
MCKESSON CORP(MCKcusip58155Q103)	4.6K	QoQ +0.78% (+36) YoY-	All Managers (Combined)	$3.1M	1661.2% ($3.1M/$188.1K)	QoQ +19.00% (+$0) YoY-