Meadow Creek Wealth Advisors’s Chubb CB Stock Holding History

Meadow Creek 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 Q1	$1.42M	Sell	4,342 -26	-0.6%	-$8.34K	0.92%	23
2025 Q4	$1.36M	Sell	4,368 -23	-0.5%	-$6.72K	0.87%	24
2025 Q3	$1.18M	Buy	4,391 +61	+1%	+$16.8K	0.78%	28
2025 Q2	$1.25M	Sell	4,330 -55	-1%	-$15.8K	0.85%	25
2025 Q1	$1.32M	Buy	4,385 +146	+3%	+$40.6K	0.99%	23
2024 Q4	$1.17M	Buy	4,239 +13	+0.3%	+$3.69K	0.84%	27
2024 Q3	$1.22M	Buy	4,226 +103	+2%	+$28.2K	0.97%	26
2024 Q2	$1.05M	Buy	4,123 +121	+3%	+$31.1K	0.99%	25
2024 Q1	$1.04M	Sell	4,002 -21	-0.5%	-$5.16K	0.72%	34
2023 Q4	$909K	Buy	+4,023	New	+$880K	0.88%	24
2022 Q3	$666K	Buy	3,663 +51	+1%	+$9.69K	0.88%	23
2022 Q2	$710K	Sell	3,612 -207	-5%	-$42.6K	0.87%	20
2022 Q1	$817K	Sell	3,819 -815	-18%	-$166K	0.89%	22
2021 Q4	$896K	Buy	+4,634	New	+$870K	0.85%	24
2019 Q4	$916K	Buy	+5,884	New	+$900K	1.27%	13

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meadow Creek Wealth Advisors's CB Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its Chubb (CB) stake by 0.6% in Q1 2026, selling an estimated $8.34K and leaving 4,342 shares worth $1.42M. The position accounts for 0.92% of the portfolio, ranked #23.

Meadow Creek Wealth Advisors first reported a position in CB in Q4 2019 and has held it in 15 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Meadow Creek Wealth Advisors held 4,342 shares of Chubb worth $1.42M as of Q1 2026.
Meadow Creek Wealth Advisors sold 26 Chubb shares in Q1 2026, an estimated $8.34K.
Chubb made up 0.92% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Meadow Creek Wealth Advisors first reported a position in Chubb in Q4 2019 and has held it in 15 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.