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Stratos Wealth Partners’s Chubb CB Stock Holding History

Stratos Wealth Partners’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 		$2.86M Buy
8,768
+99
+1% +$31.8K 0.03% 465
2025
Q4 		$2.71M Buy
8,669
+1,301
+18% +$380K 0.03% 469
2025
Q3 		$2.08M Buy
7,368
+2,237
+44% +$616K 0.02% 520
2025
Q2 		$1.49M Sell
5,131
-449
-8% -$129K 0.02% 572
2025
Q1 		$1.69M Sell
5,580
-2,521
-31% -$701K 0.03% 489
2024
Q4 		$2.24M Buy
8,101
+289
+4% +$82.1K 0.03% 445
2024
Q3 		$2.25M Buy
7,812
+2,353
+43% +$645K 0.03% 433
2024
Q2 		$1.39M Sell
5,459
-193
-3% -$49.6K 0.02% 548
2024
Q1 		$1.46M Sell
5,652
-174
-3% -$42.8K 0.02% 530
2023
Q4 		$1.32M Buy
5,826
+134
+2% +$29.3K 0.02% 521
2023
Q3 		$1.19M Sell
5,692
-292
-5% -$59K 0.03% 513
2023
Q2 		$1.15M Buy
5,984
+803
+15% +$157K 0.03% 496
2023
Q1 		$1.01M Sell
5,181
-3,479
-40% -$731K 0.03% 482
2022
Q4 		$1.91M Buy
8,660
+750
+9% +$156K 0.05% 356
2022
Q3 		$1.44M Buy
7,910
+2,559
+48% +$486K 0.04% 385
2022
Q2 		$1.05M Buy
5,351
+785
+17% +$162K 0.03% 495
2022
Q1 		$977K Buy
4,566
+871
+24% +$177K 0.02% 562
2021
Q4 		$714K Buy
3,695
+332
+10% +$62.4K 0.02% 680
2021
Q3 		$583K Buy
3,363
+126
+4% +$22.1K 0.01% 696
2021
Q2 		$515K Sell
3,237
-223
-6% -$37K 0.01% 757
2021
Q1 		$547K Sell
3,460
-67
-2% -$10.8K 0.02% 692
2020
Q4 		$543K Sell
3,527
-894
-20% -$125K 0.02% 650
2020
Q3 		$513K Sell
4,421
-420
-9% -$52.8K 0.02% 618
2020
Q2 		$613K Sell
4,841
-426
-8% -$49.4K 0.02% 521
2020
Q1 		$588K Buy
5,267
+880
+20% +$126K 0.03% 471
2019
Q4 		$683K Sell
4,387
-144
-3% -$22K 0.03% 497
2019
Q3 		$732K Buy
4,531
+25
+0.6% +$3.87K 0.03% 463
2019
Q2 		$664K Sell
4,506
-614
-12% -$88.7K 0.03% 484
2019
Q1 		$717K Sell
5,120
-176
-3% -$23.4K 0.03% 449
2018
Q4 		$684K Sell
5,296
-616
-10% -$79.6K 0.04% 420
2018
Q3 		$790K Buy
5,912
+272
+5% +$36.8K 0.04% 388
2018
Q2 		$716K Sell
5,640
-1,150
-17% -$153K 0.03% 445
2018
Q1 		$928K Buy
6,790
+1,413
+26% +$205K 0.04% 383
2017
Q4 		$786K Buy
5,377
+178
+3% +$26.6K 0.04% 404
2017
Q3 		$741K Sell
5,199
-1,944
-27% -$281K 0.04% 398
2017
Q2 		$1.04M Buy
7,143
+453
+7% +$63.8K 0.05% 289
2017
Q1 		$911K Buy
6,690
+1,323
+25% +$178K 0.05% 292
2016
Q4 		$709K Buy
5,367
+140
+3% +$17.9K 0.04% 317
2016
Q3 		$657K Buy
+5,227
New +$663K 0.04% 304
2016
Q2 		– Sell
-4,251
Closed -$507K – 631
2016
Q1 		$507K Buy
+4,251
New +$489K 0.04% 293
2015
Q4 		– Sell
-4,402
Closed -$455K – 590
2015
Q3 		$455K Buy
+4,402
New +$460K 0.06% 275
2015
Q2 		– Sell
-3,197
Closed -$354K – 534
2015
Q1 		$354K Buy
3,197
+385
+14% +$43.3K 0.04% 380
2014
Q4 		$323K Buy
+2,812
New +$311K 0.06% 339

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

Stratos Wealth Partners's CB Position: Q1 2026 in Review

Stratos Wealth Partners increased its Chubb (CB) stake by 1.1% in Q1 2026, buying an estimated $31.8K and bringing the position to 8,768 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #465.

Stratos Wealth Partners first reported a position in CB in Q4 2014 and has held it in 43 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Stratos Wealth Partners held 8,768 shares of Chubb worth $2.86M as of Q1 2026.
  • Stratos Wealth Partners bought 99 Chubb shares in Q1 2026, an estimated $31.8K.
  • Chubb made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #465 holding.
  • Stratos Wealth Partners first reported a position in Chubb in Q4 2014 and has held it in 43 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.