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Arkadios Wealth Advisors’s Chubb CB Stock Holding History

Arkadios Wealth Advisors’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 		$2.45M Sell
7,530
-28
-0.4% -$8.98K 0.04% 437
2025
Q4 		$2.36M Buy
7,558
+1,675
+28% +$490K 0.05% 407
2025
Q3 		$1.66M Buy
5,883
+1,498
+34% +$412K 0.04% 455
2025
Q2 		$1.27M Buy
4,385
+2,240
+104% +$645K 0.04% 482
2025
Q1 		$648K Buy
2,145
+103
+5% +$28.6K 0.02% 614
2024
Q4 		$564K Sell
2,042
-616
-23% -$175K 0.03% 501
2024
Q3 		$766K Buy
2,658
+977
+58% +$268K 0.04% 395
2024
Q2 		$429K Buy
1,681
+260
+18% +$66.8K 0.03% 510
2024
Q1 		$368K Sell
1,421
-16
-1% -$3.93K 0.03% 475
2023
Q4 		$325K Sell
1,437
-155
-10% -$33.9K 0.03% 497
2023
Q3 		$331K Buy
1,592
+217
+16% +$43.9K 0.03% 456
2023
Q2 		$265K Buy
1,375
+71
+5% +$13.9K 0.03% 479
2023
Q1 		$253K Buy
+1,304
New +$274K 0.03% 484
2021
Q4 		– Sell
-290
Closed -$50K – 754
2021
Q3 		$50K Hold
290
– – 0.01% 874
2021
Q2 		$46K Buy
290
+72
+33% +$11.9K 0.01% 953
2021
Q1 		$34K Buy
218
+59
+37% +$9.51K 0.01% 803
2020
Q4 		$24K Buy
159
+34
+27% +$4.77K 0.01% 698
2020
Q3 		$14.9K Hold
125
– – 0.01% 664
2020
Q2 		$16.3K Buy
125
+77
+160% +$8.92K 0.01% 584
2020
Q1 		$5.36K Hold
48
– – ﹤0.01% 770
2019
Q4 		$7.91K Buy
+48
New +$7.34K ﹤0.01% 632

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

Arkadios Wealth Advisors's CB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Chubb (CB) stake by 0.37% in Q1 2026, selling an estimated $8.98K and leaving 7,530 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #437.

Arkadios Wealth Advisors first reported a position in CB in Q4 2019 and has held it in 21 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Arkadios Wealth Advisors held 7,530 shares of Chubb worth $2.45M as of Q1 2026.
  • Arkadios Wealth Advisors sold 28 Chubb shares in Q1 2026, an estimated $8.98K.
  • Chubb made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #437 holding.
  • Arkadios Wealth Advisors first reported a position in Chubb in Q4 2019 and has held it in 21 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.