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Allegiance Financial Group Advisory Services’s Chubb CB Stock Holding History

Allegiance Financial Group Advisory Services’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 		$448K Sell
1,373
-46
-3% -$14.8K 0.09% 89
2025
Q4 		$443K Buy
+1,419
New +$415K 0.09% 85

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T. Rowe Price Associates
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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

Allegiance Financial Group Advisory Services's CB Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services reduced its Chubb (CB) stake by 3.2% in Q1 2026, selling an estimated $14.8K and leaving 1,373 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #89.

Allegiance Financial Group Advisory Services first reported a position in CB in Q4 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Allegiance Financial Group Advisory Services held 1,373 shares of Chubb worth $448K as of Q1 2026.
  • Allegiance Financial Group Advisory Services sold 46 Chubb shares in Q1 2026, an estimated $14.8K.
  • Chubb made up 0.09% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #89 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.