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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
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 $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 Private Wealth's CB Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Chubb (CB) stake by 1.6% in Q1 2026, selling an estimated $642 and leaving 125 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #140.

Atlantic Private Wealth 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 Private Wealth held 125 shares of Chubb worth $40.7K as of Q1 2026.
  • Atlantic Private Wealth sold 2 Chubb shares in Q1 2026, an estimated $642.
  • Chubb made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #140 holding.
  • Atlantic Private Wealth 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 Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.