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	0.07%	311
2022 Q1	$3.23M	Buy	+15,070	New	+$3.06M	0.05%	350

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return