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Crewe Advisors’s Chubb CB Stock Holding History

Crewe 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 		$26.7K Sell
82
-9
-10% -$2.89K ﹤0.01% 463
2025
Q4 		$28.4K Buy
91
+1
+1% +$292 ﹤0.01% 426
2025
Q3 		$25.4K Hold
90
– – ﹤0.01% 457
2025
Q2 		$26.1K Sell
90
-25
-22% -$7.19K ﹤0.01% 341
2025
Q1 		$34.7K Buy
115
+5
+5% +$1.39K ﹤0.01% 302
2024
Q4 		$30.4K Sell
110
-146
-57% -$41.5K ﹤0.01% 319
2024
Q3 		$73.8K Buy
256
+5
+2% +$1.37K 0.01% 258
2024
Q2 		$64K Sell
251
-13
-5% -$3.34K 0.01% 335
2024
Q1 		$68.4K Buy
+264
New +$64.9K 0.01% 328
2023
Q3 		– Sell
-25
Closed -$4.81K – 638
2023
Q2 		$4.81K Sell
25
-325
-93% -$63.7K ﹤0.01% 468
2023
Q1 		$68K Buy
350
+25
+8% +$5.25K 0.01% 274
2022
Q4 		$71.7K Buy
325
+135
+71% +$28.1K 0.01% 266
2022
Q3 		$35K Buy
190
+27
+17% +$5.13K 0.01% 358
2022
Q2 		$32K Buy
+163
New +$33.6K 0.01% 345
2021
Q3 		– Sell
-26
Closed -$4K – 407
2021
Q2 		$4K Sell
26
-27
-51% -$4.47K ﹤0.01% 341
2021
Q1 		$8K Hold
53
– – ﹤0.01% 313
2020
Q4 		$8K Sell
53
-46
-46% -$6.45K ﹤0.01% 287
2020
Q3 		$11K Buy
+99
New +$12.4K 0.01% 233
2020
Q1 		– Sell
-73
Closed -$11K – 190
2019
Q4 		$11K Buy
+73
New +$11.2K ﹤0.01% 178
2019
Q3 		– Sell
-13
Closed -$2K – 227
2019
Q2 		$2K Sell
13
-200
-94% -$28.9K ﹤0.01% 261
2019
Q1 		$30K Buy
213
+13
+7% +$1.73K 0.01% 141
2018
Q4 		$26K Hold
200
– – 0.01% 148
2018
Q3 		$27K Sell
200
-280
-58% -$37.9K 0.02% 159
2018
Q2 		$63K Buy
480
+280
+140% +$37.2K 0.06% 102
2018
Q1 		$27K Hold
200
– – 0.03% 162
2017
Q4 		$29K Buy
+200
New +$29.9K 0.03% 162

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

Crewe Advisors's CB Position: Q1 2026 in Review

Crewe Advisors reduced its Chubb (CB) stake by 9.9% in Q1 2026, selling an estimated $2.89K and leaving 82 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Crewe Advisors first reported a position in CB in Q4 2017 and has held it in 26 quarters since. The position peaked at $73.8K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Crewe Advisors held 82 shares of Chubb worth $26.7K as of Q1 2026.
  • Crewe Advisors sold 9 Chubb shares in Q1 2026, an estimated $2.89K.
  • Chubb made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #463 holding.
  • Crewe Advisors first reported a position in Chubb in Q4 2017 and has held it in 26 quarters since.
  • Crewe Advisors's Chubb position peaked at $73.8K in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.