Atlantic Edge Private Wealth Management’s Chubb CB Stock Holding History

Atlantic Edge Private 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	$19.1K	Hold	56	–	–	﹤0.01%	356
2026 Q1	$18.3K	Hold	56	–	–	﹤0.01%	329
2025 Q4	$17.5K	Hold	56	–	–	﹤0.01%	324
2025 Q3	$15.8K	Hold	56	–	–	﹤0.01%	326
2025 Q2	$16.2K	Hold	56	–	–	﹤0.01%	323
2025 Q1	$16.9K	Hold	56	–	–	0.01%	297
2024 Q4	$15.5K	Hold	56	–	–	﹤0.01%	300
2024 Q3	$16.1K	Buy	+56	New	+$15.4K	﹤0.01%	295

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

Atlantic Edge Private Wealth Management's CB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Chubb (CB) position steady in Q2 2026 at 56 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Atlantic Edge Private Wealth Management first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Atlantic Edge Private Wealth Management held 56 shares of Chubb worth $19.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #356 holding.
Atlantic Edge Private Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.