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Wealth Alliance’s Chubb CB Stock Holding History

Wealth Alliance’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 		$309K Buy
947
+273
+41% +$87.6K 0.03% 423
2025
Q4 		$210K Buy
+674
New +$197K 0.02% 524
2025
Q3 		– Sell
-2,851
Closed -$826K – 560
2025
Q2 		$826K Buy
2,851
+144
+5% +$41.4K 0.09% 198
2025
Q1 		$817K Sell
2,707
-416
-13% -$116K 0.1% 186
2024
Q4 		$863K Buy
3,123
+35
+1% +$9.94K 0.1% 184
2024
Q3 		$891K Sell
3,088
-1
-0% -$274 0.11% 179
2024
Q2 		$788K Sell
3,089
-277
-8% -$71.1K 0.1% 177
2024
Q1 		$872K Sell
3,366
-88
-3% -$21.6K 0.11% 179
2023
Q4 		$781K Sell
3,454
-9
-0.3% -$1.97K 0.11% 185
2023
Q3 		$721K Sell
3,463
-94
-3% -$19K 0.11% 180
2023
Q2 		$685K Sell
3,557
-2,320
-39% -$455K 0.1% 199
2023
Q1 		$1.14M Buy
5,877
+97
+2% +$20.4K 0.18% 122
2022
Q4 		$1.28M Sell
5,780
-45
-0.8% -$9.36K 0.23% 107
2022
Q3 		$1.06M Sell
5,825
-152
-3% -$28.9K 0.21% 108
2022
Q2 		$1.18M Buy
5,977
+2,790
+88% +$575K 0.23% 101
2022
Q1 		$682K Buy
3,187
+36
+1% +$7.32K 0.14% 159
2021
Q4 		$609K Buy
3,151
+41
+1% +$7.7K 0.12% 185
2021
Q3 		$540K Buy
3,110
+16
+0.5% +$2.81K 0.12% 186
2021
Q2 		$492K Buy
3,094
+33
+1% +$5.47K 0.12% 195
2021
Q1 		$484K Sell
3,061
-258
-8% -$41.6K 0.14% 181
2020
Q4 		$511K Buy
3,319
+106
+3% +$14.9K 0.15% 167
2020
Q3 		$373K Sell
3,213
-24
-0.7% -$3.02K 0.13% 183
2020
Q2 		$410K Buy
3,237
+718
+29% +$83.2K 0.16% 164
2020
Q1 		$281K Buy
+2,519
New +$361K 0.15% 171

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

Wealth Alliance's CB Position: Q1 2026 in Review

Wealth Alliance increased its Chubb (CB) stake by 41% in Q1 2026, buying an estimated $87.6K and bringing the position to 947 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #423.

Wealth Alliance first reported a position in CB in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Wealth Alliance held 947 shares of Chubb worth $309K as of Q1 2026.
  • Wealth Alliance bought 273 Chubb shares in Q1 2026, an estimated $87.6K.
  • Chubb made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #423 holding.
  • Wealth Alliance first reported a position in Chubb in Q1 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Chubb position peaked at $1.28M in Q4 2022.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.