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Wealth Preservation Advisors’s Chubb CB Stock Holding History

Wealth Preservation 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 		$98.1K Sell
301
-35
-10% -$11.2K 0.08% 101
2025
Q4 		$105K Hold
336
– – 0.05% 137
2025
Q3 		$94.8K Sell
336
-4
-1% -$1.1K 0.06% 134
2025
Q2 		$98.5K Hold
340
– – 0.06% 132
2025
Q1 		$103K Buy
+340
New +$94.5K 0.07% 118

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 Preservation Advisors's CB Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Chubb (CB) stake by 10% in Q1 2026, selling an estimated $11.2K and leaving 301 shares worth $98.1K. The position accounts for 0.08% of the portfolio, ranked #101.

Wealth Preservation Advisors first reported a position in CB in Q1 2025 and has held it in 5 quarters since. The position peaked at $105K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Wealth Preservation Advisors held 301 shares of Chubb worth $98.1K as of Q1 2026.
  • Wealth Preservation Advisors sold 35 Chubb shares in Q1 2026, an estimated $11.2K.
  • Chubb made up 0.08% of Wealth Preservation Advisors's portfolio in Q1 2026, its #101 holding.
  • Wealth Preservation Advisors first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Chubb position peaked at $105K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.