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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
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
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

Atlantic Edge Private Wealth Management's CB Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its Chubb (CB) position steady in Q1 2026 at 56 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Atlantic Edge Private 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.

  • Atlantic Edge Private Wealth Management held 56 shares of Chubb worth $18.3K as of Q1 2026.
  • Atlantic Edge Private Wealth Management left its Chubb share count unchanged in Q1 2026.
  • Chubb made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Atlantic Edge Private 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 Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.