Bogart Wealth LLC’s Chubb CB Stock Holding History

Bogart Wealth LLC’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	$53.8K	Buy	165 +17	+11%	+$5.45K	﹤0.01%	472
2025 Q4	$46.2K	Buy	148 +2	+1%	+$585	﹤0.01%	488
2025 Q3	$41.2K	Buy	146 +12	+9%	+$3.3K	﹤0.01%	505
2025 Q2	$38.8K	Sell	134 -13	-9%	-$3.74K	﹤0.01%	495
2025 Q1	$44.4K	Buy	147 +45	+44%	+$12.5K	﹤0.01%	442
2024 Q4	$28.2K	Hold	102	–	–	﹤0.01%	510
2024 Q3	$29.4K	Hold	102	–	–	﹤0.01%	494
2024 Q2	$26K	Buy	+102	New	+$26.2K	﹤0.01%	498
2022 Q4	–	Sell	-40	Closed	-$8.32K	–	1076
2022 Q3	$7K	Sell	40 -80	-67%	-$15.2K	﹤0.01%	620
2022 Q2	$24K	Hold	120	–	–	﹤0.01%	389
2022 Q1	$26K	Hold	120	–	–	﹤0.01%	346
2021 Q4	$23K	Hold	120	–	–	﹤0.01%	350
2021 Q3	$21K	Hold	120	–	–	﹤0.01%	347
2021 Q2	$19K	Hold	120	–	–	﹤0.01%	350
2021 Q1	$19K	Buy	+120	New	+$19.3K	﹤0.01%	330

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bogart Wealth LLC's CB Position: Q1 2026 in Review

Bogart Wealth LLC increased its Chubb (CB) stake by 11% in Q1 2026, buying an estimated $5.45K and bringing the position to 165 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Bogart Wealth LLC first reported a position in CB in Q1 2021 and has held it in 15 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Bogart Wealth LLC held 165 shares of Chubb worth $53.8K as of Q1 2026.
Bogart Wealth LLC bought 17 Chubb shares in Q1 2026, an estimated $5.45K.
Chubb made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #472 holding.
Bogart Wealth LLC first reported a position in Chubb in Q1 2021 and has held it in 15 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.