River 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
Q1 | $12.3M | Buy |
37,763
+938
| +3% | +$301K | 1.41% | 22 |
|
|
2025
Q4 | $11.5M | Buy |
36,825
+2,611
| +8% | +$763K | 1.29% | 22 |
|
|
2025
Q3 | $9.66M | Buy |
34,214
+1,638
| +5% | +$451K | 1.13% | 22 |
|
|
2025
Q2 | $9.44M | Buy |
32,576
+2,434
| +8% | +$700K | 1.17% | 22 |
|
|
2025
Q1 | $9.1M | Buy |
30,142
+1,594
| +6% | +$443K | 1.27% | 17 |
|
|
2024
Q4 | $7.89M | Buy |
28,548
+3,906
| +16% | +$1.11M | 1.05% | 23 |
|
|
2024
Q3 | $7.11M | Buy |
24,642
+1,587
| +7% | +$435K | 0.95% | 28 |
|
|
2024
Q2 | $5.88M | Buy |
23,055
+811
| +4% | +$208K | 0.84% | 29 |
|
|
2024
Q1 | $5.76M | Buy |
22,244
+1,910
| +9% | +$470K | 0.84% | 31 |
|
|
2023
Q4 | $4.6M | Buy |
20,334
+791
| +4% | +$173K | 0.73% | 35 |
|
|
2023
Q3 | $4.07M | Buy |
19,543
+1,188
| +6% | +$240K | 0.73% | 36 |
|
|
2023
Q2 | $3.53M | Buy |
18,355
+1,233
| +7% | +$242K | 0.6% | 46 |
|
|
2023
Q1 | $3.32M | Buy |
17,122
+2,093
| +14% | +$440K | 0.61% | 44 |
|
|
2022
Q4 | $3.32M | Buy |
15,029
+952
| +7% | +$198K | 0.64% | 46 |
|
|
2022
Q3 | $2.56M | Sell |
14,077
-348
| -2% | -$66.1K | 0.55% | 55 |
|
|
2022
Q2 | $2.84M | Buy |
14,425
+896
| +7% | +$185K | 0.52% | 60 |
|
|
2022
Q1 | $2.89M | Buy |
13,529
+334
| +3% | +$67.9K | 0.46% | 66 |
|
|
2021
Q4 | $2.55M | Sell |
13,195
-143
| -1% | -$26.9K | 0.4% | 71 |
|
|
2021
Q3 | $2.31M | Sell |
13,338
-68
| -0.5% | -$11.9K | 0.4% | 70 |
|
|
2021
Q2 | $2.13M | Sell |
13,406
-81
| -0.6% | -$13.4K | 0.37% | 69 |
|
|
2021
Q1 | $2.13M | Sell |
13,487
-525
| -4% | -$84.6K | 0.4% | 68 |
|
|
2020
Q4 | $2.16M | Sell |
14,012
-387
| -3% | -$54.2K | 0.47% | 63 |
|
|
2020
Q3 | $1.67M | Sell |
14,399
-74
| -0.5% | -$9.29K | 0.44% | 66 |
|
|
2020
Q2 | $1.83M | Buy |
14,473
+459
| +3% | +$53.2K | 0.56% | 59 |
|
|
2020
Q1 | $1.56M | Sell |
14,014
-1,043
| -7% | -$150K | 0.63% | 56 |
|
|
2019
Q4 | $2.34M | Sell |
15,057
-39
| -0.3% | -$5.97K | 0.79% | 42 |
|
|
2019
Q3 | $2.44M | Buy |
15,096
+25
| +0.2% | +$3.87K | 0.92% | 38 |
|
|
2019
Q2 | $2.22M | Sell |
15,071
-639
| -4% | -$92.3K | 0.87% | 42 |
|
|
2019
Q1 | $2.2M | Sell |
15,710
-254
| -2% | -$33.8K | 0.92% | 38 |
|
|
2018
Q4 | $2.06M | Sell |
15,964
-1,678
| -10% | -$217K | 0.92% | 36 |
|
|
2018
Q3 | $2.36M | Sell |
17,642
-1,360
| -7% | -$184K | 0.87% | 38 |
|
|
2018
Q2 | $2.41M | Sell |
19,002
-14
| -0.1% | -$1.86K | 0.94% | 34 |
|
|
2018
Q1 | $2.6M | Sell |
19,016
-26
| -0.1% | -$3.77K | 1.1% | 29 |
|
|
2017
Q4 | $2.78M | Sell |
19,042
-2
| -0% | -$299 | 1.16% | 25 |
|
|
2017
Q3 | $2.71M | Buy |
19,044
+440
| +2% | +$63.7K | 1.23% | 21 |
|
|
2017
Q2 | $2.71M | Buy |
18,604
+467
| +3% | +$65.7K | 1.26% | 23 |
|
|
2017
Q1 | $2.47M | Buy |
18,137
+323
| +2% | +$43.4K | 1.2% | 22 |
|
|
2016
Q4 | $2.35M | Buy |
17,814
+1,722
| +11% | +$220K | 1.19% | 23 |
|
|
2016
Q3 | $2.02M | Buy |
16,092
+1,829
| +13% | +$232K | 1.12% | 28 |
|
|
2016
Q2 | $1.86M | Buy |
14,263
+901
| +7% | +$111K | 1.07% | 29 |
|
|
2016
Q1 | $1.59M | Buy |
13,362
+9,201
| +221% | +$1.06M | 0.95% | 37 |
|
|
2015
Q4 | $486K | Buy |
+4,161
| New | +$471K | 0.31% | 96 |
|
Other funds holding CB
VCM
VPM
River Wealth Advisors's CB Position: Q1 2026 in Review
River Wealth Advisors increased its Chubb (CB) stake by 2.5% in Q1 2026, buying an estimated $301K and bringing the position to 37,763 shares worth $12.3M. The position accounts for 1.41% of the portfolio, ranked #22.
River Wealth Advisors first reported a position in CB in Q4 2015 and has held it in 42 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- River Wealth Advisors held 37,763 shares of Chubb worth $12.3M as of Q1 2026.
- River Wealth Advisors bought 938 Chubb shares in Q1 2026, an estimated $301K.
- Chubb made up 1.41% of River Wealth Advisors's portfolio in Q1 2026, its #22 holding.
- River Wealth Advisors first reported a position in Chubb in Q4 2015 and has held it in 42 quarters since.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.