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Moss Adams Wealth Advisors’s Chubb CB Stock Holding History

Moss Adams 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 		$471K Buy
1,442
+83
+6% +$26.6K 0.03% 139
2025
Q4 		$425K Buy
1,359
+97
+8% +$28.4K 0.03% 150
2025
Q3 		$357K Sell
1,262
-65
-5% -$17.9K 0.03% 169
2025
Q2 		$386K Buy
1,327
+225
+20% +$64.7K 0.04% 160
2025
Q1 		$334K Buy
1,102
+160
+17% +$44.5K 0.04% 157
2024
Q4 		$261K Buy
942
+96
+11% +$27.3K 0.03% 162
2024
Q3 		$245K Buy
+846
New +$232K 0.03% 171

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

Moss Adams Wealth Advisors's CB Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Chubb (CB) stake by 6.1% in Q1 2026, buying an estimated $26.6K and bringing the position to 1,442 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #139.

Moss Adams Wealth Advisors first reported a position in CB in Q3 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Moss Adams Wealth Advisors held 1,442 shares of Chubb worth $471K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 83 Chubb shares in Q1 2026, an estimated $26.6K.
  • Chubb made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • Moss Adams Wealth Advisors first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.