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Iron Gate Global Advisors’s Chubb CB Stock Holding History

Iron Gate Global 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 		$255K Sell
781
-9
-1% -$2.89K 0.03% 92
2025
Q4 		$247K Buy
790
+9
+1% +$2.63K 0.03% 88
2025
Q3 		$220K Sell
781
-624
-44% -$172K 0.02% 97
2025
Q2 		$408K Buy
+1,405
New +$404K 0.05% 54

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

Iron Gate Global Advisors's CB Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its Chubb (CB) stake by 1.1% in Q1 2026, selling an estimated $2.89K and leaving 781 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #92.

Iron Gate Global Advisors first reported a position in CB in Q2 2025 and has held it in 4 quarters since. The position peaked at $408K in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Iron Gate Global Advisors held 781 shares of Chubb worth $255K as of Q1 2026.
  • Iron Gate Global Advisors sold 9 Chubb shares in Q1 2026, an estimated $2.89K.
  • Chubb made up 0.03% of Iron Gate Global Advisors's portfolio in Q1 2026, its #92 holding.
  • Iron Gate Global Advisors first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • Iron Gate Global Advisors's Chubb position peaked at $408K in Q2 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.