BKM Wealth Management
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BKM Wealth Management’s Chubb CB Stock Holding History

BKM 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 		$1.34M Sell
4,120
-473
-10% -$163K 0.43% 66
2026
Q2 		$1.57M Buy
4,593
+147
+3% +$47.9K 0.55% 53
2026
Q1 		$1.45M Sell
4,446
-336
-7% -$108K 0.53% 59
2025
Q4 		$1.49M Sell
4,782
-2,602
-35% -$761K 0.55% 55
2025
Q3 		$2.08M Buy
7,384
+149
+2% +$41K 0.77% 40
2025
Q2 		$2.1M Sell
7,235
-225
-3% -$64.7K 0.82% 34
2025
Q1 		$2.25M Buy
7,460
+671
+10% +$186K 0.93% 33
2024
Q4 		$1.88M Sell
6,789
-81
-1% -$23K 0.77% 36
2024
Q3 		$1.98M Buy
6,870
+392
+6% +$107K 0.81% 33
2024
Q2 		$1.65M Buy
6,478
+648
+11% +$166K 0.79% 39
2024
Q1 		$1.51M Buy
5,830
+343
+6% +$84.3K 0.65% 45
2023
Q4 		$1.24M Buy
+5,487
New +$1.2M 0.53% 52

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

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

BKM Wealth Management reduced its Chubb (CB) stake by 10% in Q3 2026, selling an estimated $163K and leaving 4,120 shares worth $1.34M. The position accounts for 0.43% of the portfolio, ranked #66.

BKM Wealth Management first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q1 2025. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • BKM Wealth Management held 4,120 shares of Chubb worth $1.34M as of Q3 2026.
  • BKM Wealth Management sold 473 Chubb shares in Q3 2026, an estimated $163K.
  • Chubb made up 0.43% of BKM Wealth Management's portfolio in Q3 2026, its #66 holding.
  • BKM Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Chubb position peaked at $2.25M in Q1 2025.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.