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Sage Mountain Advisors’s Chubb CB Stock Holding History

Sage Mountain 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 		– Sell
-3,169
Closed -$989K – 330
2025
Q4 		$989K Buy
3,169
+334
+12% +$97.7K 0.05% 162
2025
Q3 		$800K Sell
2,835
-327
-10% -$90K 0.05% 195
2025
Q2 		$916K Buy
3,162
+450
+17% +$129K 0.06% 155
2025
Q1 		$819K Buy
2,712
+245
+10% +$68.1K 0.06% 151
2024
Q4 		$682K Buy
2,467
+42
+2% +$11.9K 0.05% 164
2024
Q3 		$699K Buy
2,425
+119
+5% +$32.6K 0.06% 150
2024
Q2 		$588K Buy
2,306
+786
+52% +$202K 0.05% 155
2024
Q1 		$394K Buy
1,520
+241
+19% +$59.3K 0.04% 195
2023
Q4 		$289K Buy
1,279
+10
+0.8% +$2.19K 0.03% 212
2023
Q3 		$264K Buy
1,269
+17
+1% +$3.44K 0.04% 201
2023
Q2 		$241K Sell
1,252
-72
-5% -$14.1K 0.03% 214
2023
Q1 		$257K Buy
+1,324
New +$278K 0.04% 191

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

Sage Mountain Advisors's CB Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Chubb (CB) in Q1 2026, closing a stake of 3,169 shares — an estimated $989K sold.

Sage Mountain Advisors first reported a position in CB in Q1 2023 and held it in 12 quarters. The position peaked at $989K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,169 Chubb shares in Q1 2026, an estimated $989K.
  • Sage Mountain Advisors first reported a position in Chubb in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Chubb position peaked at $989K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.