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Atlas Legacy Advisors’s Chubb CB Stock Holding History

Atlas Legacy Advisors’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 		$1.16M Buy
3,479
+514
+17% +$168K 0.17% 89
2026
Q1 		$966K Sell
2,965
-551
-16% -$177K 0.18% 93
2025
Q4 		$1.09M Buy
3,516
+692
+25% +$202K 0.19% 81
2025
Q3 		$797K Sell
2,824
-429
-13% -$118K 0.15% 97
2025
Q2 		$942K Buy
3,253
+857
+36% +$247K 0.21% 75
2025
Q1 		$724K Sell
2,396
-762
-24% -$212K 0.18% 83
2024
Q4 		$873K Buy
+3,158
New +$897K 0.21% 68

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

Atlas Legacy Advisors's CB Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Chubb (CB) stake by 17% in Q2 2026, buying an estimated $168K and bringing the position to 3,479 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #89.

Atlas Legacy Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Atlas Legacy Advisors held 3,479 shares of Chubb worth $1.16M as of Q2 2026.
  • Atlas Legacy Advisors bought 514 Chubb shares in Q2 2026, an estimated $168K.
  • Chubb made up 0.17% of Atlas Legacy Advisors's portfolio in Q2 2026, its #89 holding.
  • Atlas Legacy Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.