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Apollon Wealth Management’s Chubb CB Stock Holding History

Apollon Wealth Management’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 		$7.82M Buy
24,006
+888
+4% +$285K 0.13% 151
2025
Q4 		$7.22M Buy
23,118
+970
+4% +$284K 0.13% 154
2025
Q3 		$6.25M Buy
22,148
+406
+2% +$112K 0.11% 169
2025
Q2 		$6.3M Buy
21,742
+498
+2% +$143K 0.12% 150
2025
Q1 		$6.42M Buy
21,244
+997
+5% +$277K 0.14% 138
2024
Q4 		$5.59M Buy
20,247
+1,307
+7% +$371K 0.13% 139
2024
Q3 		$5.46M Sell
18,940
-75
-0.4% -$20.6K 0.15% 118
2024
Q2 		$4.85M Buy
19,015
+673
+4% +$173K 0.15% 124
2024
Q1 		$4.75M Sell
18,342
-750
-4% -$184K 0.15% 125
2023
Q4 		$4.31M Buy
19,092
+3,936
+26% +$861K 0.15% 133
2023
Q3 		$3.16M Sell
15,156
-2,924
-16% -$591K 0.16% 124
2023
Q2 		$3.48M Buy
18,080
+8,261
+84% +$1.62M 0.17% 123
2023
Q1 		$1.91M Buy
9,819
+1,899
+24% +$399K 0.12% 186
2022
Q4 		$1.75M Buy
7,920
+406
+5% +$84.5K 0.12% 175
2022
Q3 		$1.37M Buy
7,514
+906
+14% +$172K 0.11% 197
2022
Q2 		$1.3M Buy
6,608
+544
+9% +$112K 0.11% 208
2022
Q1 		$1.3M Sell
6,064
-1,626
-21% -$330K 0.09% 227
2021
Q4 		$1.49M Buy
7,690
+2,537
+49% +$477K 0.11% 205
2021
Q3 		$894K Buy
5,153
+3,277
+175% +$574K 0.12% 157
2021
Q2 		$298K Buy
1,876
+102
+6% +$16.9K 0.05% 283
2021
Q1 		$280K Buy
+1,774
New +$286K 0.05% 279
2020
Q3 		– Sell
-259
Closed -$33K – 232
2020
Q2 		$33K Buy
+259
New +$30K 0.02% 299

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

Apollon Wealth Management's CB Position: Q1 2026 in Review

Apollon Wealth Management increased its Chubb (CB) stake by 3.8% in Q1 2026, buying an estimated $285K and bringing the position to 24,006 shares worth $7.82M. The position accounts for 0.13% of the portfolio, ranked #151.

Apollon Wealth Management first reported a position in CB in Q2 2020 and has held it in 22 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Apollon Wealth Management held 24,006 shares of Chubb worth $7.82M as of Q1 2026.
  • Apollon Wealth Management bought 888 Chubb shares in Q1 2026, an estimated $285K.
  • Chubb made up 0.13% of Apollon Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Apollon Wealth Management first reported a position in Chubb in Q2 2020 and has held it in 22 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.