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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
Q2 		$450K Sell
1,320
-51
-4% -$16.6K 0.17% 80
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Paces Ferry Wealth Advisors's CB Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Chubb (CB) stake by 3.7% in Q2 2026, selling an estimated $16.6K and leaving 1,320 shares worth $450K. The position accounts for 0.17% of the portfolio, ranked #80.

Paces Ferry Wealth Advisors first reported a position in CB in Q3 2020 and has held it in 24 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Paces Ferry Wealth Advisors held 1,320 shares of Chubb worth $450K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 51 Chubb shares in Q2 2026, an estimated $16.6K.
  • Chubb made up 0.17% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Paces Ferry Wealth Advisors first reported a position in Chubb in Q3 2020 and has held it in 24 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.