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Atria Wealth Solutions’s Chubb CB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.92M Sell
6,630
-7,530
-53% -$2.17M 0.04% 429
2025
Q1 		$4.29M Sell
14,160
-1,983
-12% -$551K 0.05% 387
2024
Q4 		$4.47M Buy
16,143
+2,655
+20% +$754K 0.05% 384
2024
Q3 		$3.9M Sell
13,488
-24
-0.2% -$6.58K 0.04% 408
2024
Q2 		$3.46M Sell
13,512
-289
-2% -$74.2K 0.04% 441
2024
Q1 		$3.59M Buy
13,801
+912
+7% +$224K 0.04% 434
2023
Q4 		$2.92M Buy
12,889
+160
+1% +$35K 0.04% 471
2023
Q3 		$2.66M Sell
12,729
-131
-1% -$26.5K 0.04% 470
2023
Q2 		$2.49M Sell
12,860
-891
-6% -$175K 0.03% 501
2023
Q1 		$2.68M Buy
13,751
+1,534
+13% +$322K 0.04% 444
2022
Q4 		$2.7M Sell
12,217
-40
-0.3% -$8.32K 0.04% 416
2022
Q3 		$2.23M Sell
12,257
-5,172
-30% -$982K 0.04% 439
2022
Q2 		$3.44M Buy
17,429
+2,359
+16% +$486K 0.06% 311
2022
Q1 		$3.23M Buy
+15,070
New +$3.06M 0.05% 350

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's CB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Chubb (CB) stake by 53% in Q2 2025, selling an estimated $2.17M and leaving 6,630 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #429.

Atria Wealth Solutions first reported a position in CB in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.47M in Q4 2024. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Atria Wealth Solutions held 6,630 shares of Chubb worth $1.92M as of Q2 2025.
  • Atria Wealth Solutions sold 7,530 Chubb shares in Q2 2025, an estimated $2.17M.
  • Chubb made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #429 holding.
  • Atria Wealth Solutions first reported a position in Chubb in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Chubb position peaked at $4.47M in Q4 2024.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.