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Alvarez & Marsal Private Wealth Partners’s Chubb CB Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$407K Sell
1,194
-777
-39% -$253K 0.05% 65
2026
Q1 		$644K Buy
1,971
+615
+45% +$197K 0.09% 52
2025
Q4 		$425K Buy
+1,356
New +$396K 0.08% 51

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

Alvarez & Marsal Private Wealth Partners's CB Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Chubb (CB) stake by 39% in Q2 2026, selling an estimated $253K and leaving 1,194 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #65.

Alvarez & Marsal Private Wealth Partners first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $644K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,194 shares of Chubb worth $407K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 777 Chubb shares in Q2 2026, an estimated $253K.
  • Chubb made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Chubb position peaked at $644K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.