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Triad Wealth Partners’s Chubb CB Stock Holding History

Triad 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 		$769K Buy
2,358
+59
+3% +$18.9K 0.06% 205
2025
Q4 		$718K Buy
2,299
+162
+8% +$47.4K 0.07% 194
2025
Q3 		$603K Buy
2,137
+10
+0.5% +$2.75K 0.08% 176
2025
Q2 		$616K Buy
+2,127
New +$612K 0.12% 128
2024
Q3 		– Sell
-146
Closed -$37.2K – 186
2024
Q2 		$37.2K Buy
+146
New +$37.5K 0.02% 269

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

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

Triad Wealth Partners increased its Chubb (CB) stake by 2.6% in Q1 2026, buying an estimated $18.9K and bringing the position to 2,358 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #205.

Triad Wealth Partners first reported a position in CB in Q2 2024 and has held it in 5 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Triad Wealth Partners held 2,358 shares of Chubb worth $769K as of Q1 2026.
  • Triad Wealth Partners bought 59 Chubb shares in Q1 2026, an estimated $18.9K.
  • Chubb made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #205 holding.
  • Triad Wealth Partners first reported a position in Chubb in Q2 2024 and has held it in 5 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.