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Colonial Trust Advisors’s Chubb CB Stock Holding History

Colonial Trust 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
Q1 		$14.3K Buy
44
+25
+132% +$8.02K ﹤0.01% 479
2025
Q4 		$5.93K Hold
19
– – ﹤0.01% 569
2025
Q3 		$5.36K Sell
19
-116
-86% -$31.9K ﹤0.01% 567
2025
Q2 		$39.1K Sell
135
-50
-27% -$14.4K ﹤0.01% 371
2025
Q1 		$55.9K Hold
185
– – 0.01% 322
2024
Q4 		$51.1K Sell
185
-106
-36% -$30.1K ﹤0.01% 306
2024
Q3 		$83.9K Buy
291
+50
+21% +$13.7K 0.01% 282
2024
Q2 		$61.5K Buy
241
+179
+289% +$46K 0.01% 299
2024
Q1 		$16.1K Sell
62
-54
-47% -$13.3K ﹤0.01% 516
2023
Q4 		$26.2K Hold
116
– – ﹤0.01% 388
2023
Q3 		$24.1K Hold
116
– – ﹤0.01% 405
2023
Q2 		$22.3K Hold
116
– – ﹤0.01% 420
2023
Q1 		$22.5K Sell
116
-23
-17% -$4.83K ﹤0.01% 415
2022
Q4 		$30.7K Buy
+139
New +$28.9K ﹤0.01% 386

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

Colonial Trust Advisors's CB Position: Q1 2026 in Review

Colonial Trust Advisors increased its Chubb (CB) stake by 132% in Q1 2026, buying an estimated $8.02K and bringing the position to 44 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Colonial Trust Advisors first reported a position in CB in Q4 2022 and has held it in 14 quarters since. The position peaked at $83.9K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Colonial Trust Advisors held 44 shares of Chubb worth $14.3K as of Q1 2026.
  • Colonial Trust Advisors bought 25 Chubb shares in Q1 2026, an estimated $8.02K.
  • Chubb made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #479 holding.
  • Colonial Trust Advisors first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • Colonial Trust Advisors's Chubb position peaked at $83.9K in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.