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Bay Harbor Wealth Management’s Chubb CB Stock Holding History

Bay Harbor 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 		$12.7K Buy
39
+11
+39% +$3.53K ﹤0.01% 187
2025
Q4 		$8.76K Buy
28
+10
+56% +$2.92K ﹤0.01% 196
2025
Q3 		$5.09K Buy
18
+7
+64% +$1.93K ﹤0.01% 202
2025
Q2 		$3.2K Buy
11
+4
+57% +$1.15K ﹤0.01% 221
2025
Q1 		$2.12K Buy
+7
New +$1.95K ﹤0.01% 186
2024
Q4 		– Sell
-37
Closed -$10.7K – 184
2024
Q3 		$10.7K Buy
+37
New +$10.1K ﹤0.01% 122
2021
Q1 		– Sell
-13
Closed -$2K – 247
2020
Q4 		$2K Buy
+13
New +$1.82K ﹤0.01% 338
2020
Q2 		– Sell
-36
Closed -$4K – 352
2020
Q1 		$4K Hold
36
– – ﹤0.01% 235
2019
Q4 		$6K Hold
36
– – ﹤0.01% 250
2019
Q3 		$6K Hold
36
– – ﹤0.01% 257
2019
Q2 		$5K Hold
36
– – ﹤0.01% 268
2019
Q1 		$5K Hold
36
– – ﹤0.01% 298
2018
Q4 		$5K Buy
+36
New +$4.65K ﹤0.01% 281

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

Bay Harbor Wealth Management's CB Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Chubb (CB) stake by 39% in Q1 2026, buying an estimated $3.53K and bringing the position to 39 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Bay Harbor Wealth Management first reported a position in CB in Q4 2018 and has held it in 13 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Bay Harbor Wealth Management held 39 shares of Chubb worth $12.7K as of Q1 2026.
  • Bay Harbor Wealth Management bought 11 Chubb shares in Q1 2026, an estimated $3.53K.
  • Chubb made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Bay Harbor Wealth Management first reported a position in Chubb in Q4 2018 and has held it in 13 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.