WANY
CB icon

Wealthspire Advisors (New York)’s Chubb CB Stock Holding History

Wealthspire Advisors (New York)’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 		$1.41M Sell
4,336
-2,307
-35% -$740K 0.01% 341
2025
Q4 		$2.07M Buy
6,643
+1,945
+41% +$569K 0.02% 293
2025
Q3 		$1.33M Buy
4,698
+1,327
+39% +$365K 0.01% 338
2025
Q2 		$977K Sell
3,371
-385
-10% -$111K 0.01% 390
2025
Q1 		$1.13M Buy
3,756
+15
+0.4% +$4.17K 0.01% 355
2024
Q4 		$1.03M Sell
3,741
-150
-4% -$42.6K 0.01% 364
2024
Q3 		$1.12M Buy
3,891
+213
+6% +$58.4K 0.01% 354
2024
Q2 		$938K Buy
3,678
+97
+3% +$24.9K 0.01% 322
2024
Q1 		$928K Sell
3,581
-86
-2% -$21.1K 0.01% 328
2023
Q4 		$829K Buy
3,667
+203
+6% +$44.4K 0.01% 343
2023
Q3 		$721K Buy
3,464
+1,212
+54% +$245K 0.01% 333
2023
Q2 		$434K Sell
2,252
-162
-7% -$31.7K 0.01% 390
2023
Q1 		$469K Buy
2,414
+164
+7% +$34.5K 0.01% 365
2022
Q4 		$496K Buy
2,250
+830
+58% +$173K 0.01% 368
2022
Q3 		$258K Sell
1,420
-653
-32% -$124K 0.01% 438
2022
Q2 		$407K Buy
+2,073
New +$427K 0.01% 348
2022
Q1 		– Sell
-1,370
Closed -$265K – 450
2021
Q4 		$265K Sell
1,370
-3,155
-70% -$593K 0.01% 448
2021
Q3 		$785K Buy
+4,525
New +$793K 0.02% 283
2021
Q2 		– Sell
-3,558
Closed -$562K – 418
2021
Q1 		$562K Buy
3,558
+1,481
+71% +$239K 0.01% 362
2020
Q4 		$320K Buy
+2,077
New +$291K 0.01% 418
2020
Q2 		– Sell
-3,395
Closed -$379K – 310
2020
Q1 		$379K Buy
3,395
+1,926
+131% +$276K 0.02% 338
2019
Q4 		$229K Buy
+1,469
New +$225K 0.02% 187
2019
Q1 		– Sell
-264
Closed -$34K – 165
2018
Q4 		$34K Buy
+264
New +$34.1K ﹤0.01% 238

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 $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s CB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Chubb (CB) stake by 35% in Q1 2026, selling an estimated $740K and leaving 4,336 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #341.

Wealthspire Advisors (New York) first reported a position in CB in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.07M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,336 shares of Chubb worth $1.41M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,307 Chubb shares in Q1 2026, an estimated $740K.
  • Chubb made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #341 holding.
  • Wealthspire Advisors (New York) first reported a position in Chubb in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Chubb position peaked at $2.07M in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.