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Aprio Wealth Management’s Chubb CB Stock Holding History

Aprio 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
Q1 		$620K Buy
1,903
+41
+2% +$13.2K 0.03% 296
2025
Q4 		$581K Buy
1,862
+885
+91% +$259K 0.03% 282
2025
Q3 		$276K Sell
977
-128
-12% -$35.2K 0.03% 348
2025
Q2 		$320K Buy
1,105
+97
+10% +$27.9K 0.04% 272
2025
Q1 		$305K Buy
1,008
+142
+16% +$39.5K 0.04% 265
2024
Q4 		$239K Buy
866
+69
+9% +$19.6K 0.03% 261
2024
Q3 		$230K Buy
+797
New +$219K 0.04% 246

Other funds holding CB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aprio Wealth Management's CB Position: Q1 2026 in Review

Aprio Wealth Management increased its Chubb (CB) stake by 2.2% in Q1 2026, buying an estimated $13.2K and bringing the position to 1,903 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #296.

Aprio Wealth Management first reported a position in CB in Q3 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Aprio Wealth Management held 1,903 shares of Chubb worth $620K as of Q1 2026.
  • Aprio Wealth Management bought 41 Chubb shares in Q1 2026, an estimated $13.2K.
  • Chubb made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #296 holding.
  • Aprio Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.