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Alpine Bank Wealth Management’s Chubb CB Stock Holding History

Alpine Bank Wealth 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
2025
Q4 		– Sell
-204
Closed -$57.6K – 185
2025
Q3 		$57.6K Sell
204
-100
-33% -$27.5K 0.01% 230
2025
Q2 		$88.1K Hold
304
– – 0.01% 200
2025
Q1 		$91.8K Buy
+304
New +$84.5K 0.01% 186
2024
Q3 		$136K Buy
+470
New +$129K 0.02% 170

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpine Bank Wealth Management's CB Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Chubb (CB) in Q4 2025, closing a stake of 204 shares — an estimated $57.6K sold.

Alpine Bank Wealth Management first reported a position in CB in Q3 2024 and held it in 4 quarters. The position peaked at $136K in Q3 2024. 2,046 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 204 Chubb shares in Q4 2025, an estimated $57.6K.
  • Alpine Bank Wealth Management first reported a position in Chubb in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Chubb position peaked at $136K in Q3 2024.
  • 2,046 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.