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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
2026
Q2 		$69.5K Buy
+204
New +$66.5K 0.01% 237
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

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 $3.37T AUM 44.26% 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

Alpine Bank Wealth Management's CB Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Chubb (CB) in Q2 2026: 204 shares worth $69.5K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in CB as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in CB in Q3 2024 and has held it in 5 quarters since. The position peaked at $136K in Q3 2024. 2,163 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Alpine Bank Wealth Management held 204 shares of Chubb worth $69.5K as of Q2 2026.
  • Chubb was a new Alpine Bank Wealth Management position in Q2 2026.
  • Chubb made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Alpine Bank Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Chubb position peaked at $136K in Q3 2024.
  • 2,163 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.