Meridian Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.06M | Sell |
3,098
-18
| -0.6% | -$5.87K | 0.12% | 96 |
|
|
2026
Q1 | $1.02M | Sell |
3,116
-66
| -2% | -$21.2K | 0.13% | 95 |
|
|
2025
Q4 | $993K | Sell |
3,182
-99
| -3% | -$28.9K | 0.14% | 89 |
|
|
2025
Q3 | $926K | Sell |
3,281
-124
| -4% | -$34.1K | 0.13% | 88 |
|
|
2025
Q2 | $987K | Sell |
3,405
-291
| -8% | -$83.7K | 0.16% | 84 |
|
|
2025
Q1 | $1.12M | Sell |
3,696
-94
| -2% | -$26.1K | 0.19% | 73 |
|
|
2024
Q4 | $1.05M | Sell |
3,790
-212
| -5% | -$60.2K | 0.17% | 79 |
|
|
2024
Q3 | $1.15M | Sell |
4,002
-659
| -14% | -$181K | 0.19% | 75 |
|
|
2024
Q2 | $1.19M | Buy |
4,661
+92
| +2% | +$23.6K | 0.21% | 72 |
|
|
2024
Q1 | $1.18M | Buy |
4,569
+2
| +0% | +$492 | 0.22% | 72 |
|
|
2023
Q4 | $1.03M | Buy |
4,567
+1
| +0% | +$219 | 0.23% | 76 |
|
|
2023
Q3 | $951K | Sell |
4,566
-28
| -0.6% | -$5.66K | 0.24% | 76 |
|
|
2023
Q2 | $885K | Sell |
4,594
-607
| -12% | -$119K | 0.21% | 80 |
|
|
2023
Q1 | $1.01M | Buy |
5,201
+13
| +0.3% | +$2.73K | 0.25% | 76 |
|
|
2022
Q4 | $1.14M | Buy |
5,188
+2
| +0% | +$416 | 0.29% | 72 |
|
|
2022
Q3 | $943K | Buy |
5,186
+325
| +7% | +$61.7K | 0.27% | 75 |
|
|
2022
Q2 | $956K | Buy |
4,861
+307
| +7% | +$63.2K | 0.25% | 79 |
|
|
2022
Q1 | $974K | Sell |
4,554
-194
| -4% | -$39.4K | 0.23% | 88 |
|
|
2021
Q4 | $918K | Buy |
4,748
+16
| +0.3% | +$3.01K | 0.22% | 90 |
|
|
2021
Q3 | $821K | Buy |
4,732
+67
| +1% | +$11.7K | 0.23% | 86 |
|
|
2021
Q2 | $741K | Buy |
4,665
+380
| +9% | +$63K | 0.21% | 92 |
|
|
2021
Q1 | $677K | Buy |
4,285
+52
| +1% | +$8.38K | 0.22% | 88 |
|
|
2020
Q4 | $651K | Buy |
4,233
+70
| +2% | +$9.81K | 0.24% | 89 |
|
|
2020
Q3 | $483K | Sell |
4,163
-526
| -11% | -$66.1K | 0.21% | 100 |
|
|
2020
Q2 | $594K | Buy |
4,689
+15
| +0.3% | +$1.74K | 0.27% | 78 |
|
|
2020
Q1 | $522K | Sell |
4,674
-830
| -15% | -$119K | 0.29% | 72 |
|
|
2019
Q4 | $857K | Sell |
5,504
-80
| -1% | -$12.2K | 0.34% | 59 |
|
|
2019
Q3 | $901K | Buy |
5,584
+219
| +4% | +$33.9K | 0.39% | 56 |
|
|
2019
Q2 | $809K | Buy |
5,365
+19
| +0.4% | +$2.74K | 0.56% | 38 |
|
|
2019
Q1 | $749K | Sell |
5,346
-755
| -12% | -$100K | 0.55% | 39 |
|
|
2018
Q4 | $788K | Buy |
+6,101
| New | +$788K | 0.61% | 35 |
|
Other funds holding CB
Meridian Wealth Advisors's CB Position: Q2 2026 in Review
Meridian Wealth Advisors reduced its Chubb (CB) stake by 0.58% in Q2 2026, selling an estimated $5.87K and leaving 3,098 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #96.
Meridian Wealth Advisors first reported a position in CB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q2 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Meridian Wealth Advisors held 3,098 shares of Chubb worth $1.06M as of Q2 2026.
- Meridian Wealth Advisors sold 18 Chubb shares in Q2 2026, an estimated $5.87K.
- Chubb made up 0.12% of Meridian Wealth Advisors's portfolio in Q2 2026, its #96 holding.
- Meridian Wealth Advisors first reported a position in Chubb in Q4 2018 and has held it in 31 quarters since.
- Meridian Wealth Advisors's Chubb position peaked at $1.19M in Q2 2024.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.