Atlantic Private Wealth
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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
Q3 		$40.7K Hold
125
– – 0.02% 130
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Atlantic Private Wealth's CB Position: Q3 2026 in Review

Atlantic Private Wealth held its Chubb (CB) position steady in Q3 2026 at 125 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #130.

Atlantic Private Wealth first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $42.6K in Q2 2026. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Atlantic Private Wealth held 125 shares of Chubb worth $40.7K as of Q3 2026.
  • Atlantic Private Wealth left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #130 holding.
  • Atlantic Private Wealth first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
  • Atlantic Private Wealth's Chubb position peaked at $42.6K in Q2 2026.
  • 1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.