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Atomi Financial Group’s Chubb CB Stock Holding History

Atomi Financial Group’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 		$1.84M Buy
5,393
+184
+4% +$60K 0.05% 293
2026
Q1 		$1.7M Buy
5,209
+578
+12% +$185K 0.05% 278
2025
Q4 		$1.45M Buy
4,631
+10
+0.2% +$2.92K 0.04% 310
2025
Q3 		$1.3M Sell
4,621
-1,035
-18% -$285K 0.04% 299
2025
Q2 		$1.64M Buy
5,656
+924
+20% +$266K 0.06% 221
2025
Q1 		$1.43M Sell
4,732
-46
-1% -$12.8K 0.07% 219
2024
Q4 		$1.32M Buy
4,778
+278
+6% +$78.9K 0.07% 213
2024
Q3 		$1.3M Buy
4,500
+285
+7% +$78.1K 0.08% 193
2024
Q2 		$1.08M Buy
4,215
+1,704
+68% +$438K 0.08% 197
2024
Q1 		$651K Buy
2,511
+294
+13% +$72.3K 0.06% 264
2023
Q4 		$501K Buy
+2,217
New +$485K 0.07% 269

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

Atomi Financial Group's CB Position: Q2 2026 in Review

Atomi Financial Group increased its Chubb (CB) stake by 3.5% in Q2 2026, buying an estimated $60K and bringing the position to 5,393 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #293.

Atomi Financial Group first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Atomi Financial Group held 5,393 shares of Chubb worth $1.84M as of Q2 2026.
  • Atomi Financial Group bought 184 Chubb shares in Q2 2026, an estimated $60K.
  • Chubb made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #293 holding.
  • Atomi Financial Group first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.