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Atlantic Private Wealth’s Chubb CB Stock Holding History

Atlantic Private Wealth’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 		$42.6K Hold
125
– – 0.03% 132
2026
Q1 		$40.7K Sell
125
-2
-2% -$642 0.03% 140
2025
Q4 		$39.6K Buy
127
+2
+2% +$585 0.03% 130
2025
Q3 		$35.3K Hold
125
– – 0.02% 121
2025
Q2 		$36.2K Hold
125
– – 0.02% 120
2025
Q1 		$37.7K Hold
125
– – 0.03% 126
2024
Q4 		$34.5K Hold
125
– – 0.03% 108
2024
Q3 		$36K Buy
+125
New +$34.3K 0.03% 98

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

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

Atlantic Private Wealth held its Chubb (CB) position steady in Q2 2026 at 125 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #132.

Atlantic Private Wealth first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Atlantic Private Wealth held 125 shares of Chubb worth $42.6K as of Q2 2026.
  • Atlantic Private Wealth left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Atlantic Private Wealth's portfolio in Q2 2026, its #132 holding.
  • Atlantic Private Wealth first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.