CPWA
CB icon

Cerro Pacific Wealth Advisors’s Chubb CB Stock Holding History

Cerro Pacific Wealth 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 		$453K Sell
1,331
-34
-2% -$11.1K 0.1% 120
2026
Q1 		$445K Sell
1,365
-217
-14% -$69.6K 0.12% 110
2025
Q4 		$494K Sell
1,582
-197
-11% -$57.6K 0.13% 103
2025
Q3 		$502K Sell
1,779
-275
-13% -$75.7K 0.14% 103
2025
Q2 		$595K Sell
2,054
-278
-12% -$80K 0.17% 103
2025
Q1 		$644K Sell
2,332
-6
-0.3% -$1.67K 0.21% 90
2024
Q4 		$674K Sell
2,338
-63
-3% -$17.9K 0.22% 89
2024
Q3 		$612K Hold
2,401
– – 0.23% 88
2024
Q2 		$612K Buy
+2,401
New +$617K 0.23% 89
2023
Q1 		$495K Sell
2,551
-292
-10% -$61.4K 0.27% 91
2022
Q4 		$627K Buy
2,843
+306
+12% +$63.7K 0.33% 79
2022
Q3 		$461K Sell
2,537
-126
-5% -$23.9K 0.28% 90
2022
Q2 		$524K Sell
2,663
-490
-16% -$101K 0.33% 84
2022
Q1 		$674K Buy
3,153
+109
+4% +$22.2K 0.41% 77
2021
Q4 		$589K Sell
3,044
-201
-6% -$37.8K 0.37% 77
2021
Q3 		$563K Sell
3,245
-1,346
-29% -$236K 0.41% 82
2021
Q2 		$730K Buy
+4,591
New +$761K 0.54% 58
2020
Q4 		$983K Buy
+6,386
New +$895K 0.59% 54

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

Cerro Pacific Wealth Advisors's CB Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Chubb (CB) stake by 2.5% in Q2 2026, selling an estimated $11.1K and leaving 1,331 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #120.

Cerro Pacific Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 18 quarters since. The position peaked at $983K in Q4 2020. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 1,331 shares of Chubb worth $453K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 34 Chubb shares in Q2 2026, an estimated $11.1K.
  • Chubb made up 0.1% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Chubb position peaked at $983K in Q4 2020.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.