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Checchi Capital Advisers’s Chubb CB Stock Holding History

Checchi Capital Advisers’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
Q1 		$1.13M Buy
3,455
+332
+11% +$107K 0.06% 199
2025
Q4 		$975K Sell
3,123
-291
-9% -$85.1K 0.05% 203
2025
Q3 		$964K Sell
3,414
-321
-9% -$88.3K 0.05% 212
2025
Q2 		$1.08M Sell
3,735
-11
-0.3% -$3.17K 0.06% 204
2025
Q1 		$1.13M Sell
3,746
-1
-0% -$278 0.06% 201
2024
Q4 		$1.04M Buy
3,747
+95
+3% +$27K 0.06% 193
2024
Q3 		$1.05M Sell
3,652
-79
-2% -$21.7K 0.06% 194
2024
Q2 		$952K Buy
3,731
+75
+2% +$19.3K 0.05% 196
2024
Q1 		$947K Buy
3,656
+38
+1% +$9.34K 0.07% 204
2023
Q4 		$818K Hold
3,618
– – 0.07% 212
2023
Q3 		$753K Sell
3,618
-105
-3% -$21.2K 0.07% 209
2023
Q2 		$717K Buy
3,723
+32
+0.9% +$6.27K 0.06% 224
2023
Q1 		$717K Sell
3,691
-11
-0.3% -$2.31K 0.07% 213
2022
Q4 		$817K Sell
3,702
-1,224
-25% -$255K 0.08% 182
2022
Q3 		$896K Buy
4,926
+6
+0.1% +$1.14K 0.08% 170
2022
Q2 		$928K Buy
4,920
+1,474
+43% +$304K 0.08% 173
2022
Q1 		$737K Buy
3,446
+102
+3% +$20.7K 0.06% 202
2021
Q4 		$646K Buy
3,344
+191
+6% +$35.9K 0.06% 207
2021
Q3 		$547K Buy
3,153
+96
+3% +$16.8K 0.05% 226
2021
Q2 		$486K Sell
3,057
-190
-6% -$31.5K 0.05% 255
2021
Q1 		$513K Sell
3,247
-176
-5% -$28.4K 0.05% 241
2020
Q4 		$527K Buy
3,423
+86
+3% +$12.1K 0.05% 229
2020
Q3 		$387K Sell
3,337
-543
-14% -$68.2K 0.04% 248
2020
Q2 		$491K Buy
3,880
+429
+12% +$49.7K 0.06% 207
2020
Q1 		$385K Sell
3,451
-225
-6% -$32.3K 0.04% 208
2019
Q4 		$572K Sell
3,676
-98
-3% -$15K 0.08% 185
2019
Q3 		$609K Sell
3,774
-92
-2% -$14.2K 0.08% 164
2019
Q2 		$569K Buy
3,866
+17
+0.4% +$2.46K 0.07% 173
2019
Q1 		$539K Sell
3,849
-52
-1% -$6.92K 0.06% 174
2018
Q4 		$504K Sell
3,901
-102
-3% -$13.2K 0.07% 168
2018
Q3 		$535K Buy
4,003
+78
+2% +$10.6K 0.06% 199
2018
Q2 		$499K Buy
3,925
+80
+2% +$10.6K 0.06% 197
2018
Q1 		$526K Buy
3,845
+132
+4% +$19.1K 0.07% 184
2017
Q4 		$543K Buy
3,713
+82
+2% +$12.3K 0.07% 181
2017
Q3 		$518K Buy
3,631
+122
+3% +$17.7K 0.05% 174
2017
Q2 		$510K Sell
3,509
-376
-10% -$52.9K 0.06% 174
2017
Q1 		$529K Sell
3,885
-237
-6% -$31.9K 0.06% 167
2016
Q4 		$545K Buy
4,122
+426
+12% +$54.3K 0.07% 157
2016
Q3 		$464K Buy
3,696
+710
+24% +$90.1K 0.05% 172
2016
Q2 		$390K Buy
2,986
+251
+9% +$30.9K 0.04% 196
2016
Q1 		$326K Buy
+2,735
New +$314K 0.07% 226

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Checchi Capital Advisers's CB Position: Q1 2026 in Review

Checchi Capital Advisers increased its Chubb (CB) stake by 11% in Q1 2026, buying an estimated $107K and bringing the position to 3,455 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #199.

Checchi Capital Advisers first reported a position in CB in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.13M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Checchi Capital Advisers held 3,455 shares of Chubb worth $1.13M as of Q1 2026.
  • Checchi Capital Advisers bought 332 Chubb shares in Q1 2026, an estimated $107K.
  • Chubb made up 0.06% of Checchi Capital Advisers's portfolio in Q1 2026, its #199 holding.
  • Checchi Capital Advisers first reported a position in Chubb in Q1 2016 and has held it in 41 quarters since.
  • Checchi Capital Advisers's Chubb position peaked at $1.13M in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.