Apollon Wealth Management
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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
Q3 		$8.05M Sell
24,761
-638
-3% -$220K 0.09% 188
2026
Q2 		$8.65M Buy
25,399
+1,393
+6% +$454K 0.11% 176
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Apollon Wealth Management's CB Position: Q3 2026 in Review

Apollon Wealth Management reduced its Chubb (CB) stake by 2.5% in Q3 2026, selling an estimated $220K and leaving 24,761 shares worth $8.05M. The position accounts for 0.09% of the portfolio, ranked #188.

Apollon Wealth Management first reported a position in CB in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.65M in Q2 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Apollon Wealth Management held 24,761 shares of Chubb worth $8.05M as of Q3 2026.
  • Apollon Wealth Management sold 638 Chubb shares in Q3 2026, an estimated $220K.
  • Chubb made up 0.09% of Apollon Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Apollon Wealth Management first reported a position in Chubb in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's Chubb position peaked at $8.65M in Q2 2026.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.