PFWA
CB icon

Paces Ferry Wealth Advisors’s Chubb CB Stock Holding History

Paces Ferry 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 		$447K Hold
1,371
– – 0.19% 72
2025
Q4 		$428K Sell
1,371
-17
-1% -$4.97K 0.17% 76
2025
Q3 		$392K Sell
1,388
-6
-0.4% -$1.65K 0.16% 75
2025
Q2 		$404K Sell
1,394
-40
-3% -$11.5K 0.19% 72
2025
Q1 		$433K Sell
1,434
-67
-4% -$18.6K 0.22% 67
2024
Q4 		$415K Sell
1,501
-34
-2% -$9.65K 0.2% 68
2024
Q3 		$443K Sell
1,535
-50
-3% -$13.7K 0.25% 64
2024
Q2 		$404K Buy
1,585
+50
+3% +$12.8K 0.24% 69
2024
Q1 		$398K Sell
1,535
-96
-6% -$23.6K 0.25% 68
2023
Q4 		$369K Hold
1,631
– – 0.26% 73
2023
Q3 		$340K Sell
1,631
-39
-2% -$7.88K 0.27% 70
2023
Q2 		$322K Sell
1,670
-104
-6% -$20.4K 0.24% 79
2023
Q1 		$344K Buy
1,774
+135
+8% +$28.4K 0.28% 79
2022
Q4 		$362K Buy
1,639
+61
+4% +$12.7K 0.35% 67
2022
Q3 		$287K Buy
1,578
+117
+8% +$22.2K 0.31% 73
2022
Q2 		$287K Sell
1,461
-13
-0.9% -$2.68K 0.28% 77
2022
Q1 		$315K Hold
1,474
– – 0.25% 80
2021
Q4 		$285K Sell
1,474
-47
-3% -$8.83K 0.2% 91
2021
Q3 		$264K Sell
1,521
-163
-10% -$28.6K 0.21% 97
2021
Q2 		$268K Buy
1,684
+25
+2% +$4.14K 0.2% 99
2021
Q1 		$262K Buy
1,659
+51
+3% +$8.22K 0.23% 95
2020
Q4 		$248K Sell
1,608
-88
-5% -$12.3K 0.23% 91
2020
Q3 		$197K Buy
+1,696
New +$213K 0.17% 103

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

Paces Ferry Wealth Advisors's CB Position: Q1 2026 in Review

Paces Ferry Wealth Advisors held its Chubb (CB) position steady in Q1 2026 at 1,371 shares worth $447K. The position accounts for 0.19% of the portfolio, ranked #72.

Paces Ferry Wealth Advisors first reported a position in CB in Q3 2020 and has held it in 23 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Paces Ferry Wealth Advisors held 1,371 shares of Chubb worth $447K as of Q1 2026.
  • Paces Ferry Wealth Advisors left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.19% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Paces Ferry Wealth Advisors first reported a position in Chubb in Q3 2020 and has held it in 23 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.