Alta Advisers’s Chubb CB Stock Holding History

Alta 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	$428K	Sell	1,256 -160	-11%	-$52.2K	0.1%	102
2026 Q1	$462K	Hold	1,416	–	–	0.17%	89
2025 Q4	$442K	Sell	1,416 -360	-20%	-$105K	0.16%	100
2025 Q3	$501K	Hold	1,776	–	–	0.15%	107
2025 Q2	$515K	Hold	1,776	–	–	0.18%	103
2025 Q1	$536K	Sell	1,776 -40	-2%	-$11.1K	0.23%	90
2024 Q4	$602K	Buy	1,816 +716	+65%	+$203K	0.38%	48
2024 Q3	$317K	Hold	1,100	–	–	0.14%	83
2024 Q2	$281K	Hold	1,100	–	–	0.13%	90
2024 Q1	$285K	Hold	1,100	–	–	0.14%	91
2023 Q4	$249K	Hold	1,100	–	–	0.13%	100
2023 Q3	$229K	Hold	1,100	–	–	0.13%	95
2023 Q2	$212K	Hold	1,100	–	–	0.12%	101
2023 Q1	$214K	Hold	1,100	–	–	0.13%	97
2022 Q4	$243K	Hold	1,100	–	–	0.15%	84
2022 Q3	$200K	Buy	+1,100	New	+$209K	0.13%	89

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

Alta Advisers's CB Position: Q2 2026 in Review

Alta Advisers reduced its Chubb (CB) stake by 11% in Q2 2026, selling an estimated $52.2K and leaving 1,256 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #102.

Alta Advisers first reported a position in CB in Q3 2022 and has held it in 16 quarters since. The position peaked at $602K in Q4 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Alta Advisers held 1,256 shares of Chubb worth $428K as of Q2 2026.
Alta Advisers sold 160 Chubb shares in Q2 2026, an estimated $52.2K.
Chubb made up 0.1% of Alta Advisers's portfolio in Q2 2026, its #102 holding.
Alta Advisers first reported a position in Chubb in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Chubb position peaked at $602K in Q4 2024.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.