Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Chubb CB Stock Holding History

Carson Wealth (CWM 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 		$35.9M Buy
110,012
+6,336
+6% +$2.03M 0.09% 203
2025
Q4 		$32.4M Buy
103,676
+38,793
+60% +$11.3M 0.09% 206
2025
Q3 		$18.3M Buy
64,883
+35,133
+118% +$9.67M 0.06% 294
2025
Q2 		$8.62M Buy
29,750
+7,318
+33% +$2.11M 0.03% 424
2025
Q1 		$6.77M Buy
22,432
+4,053
+22% +$1.13M 0.03% 441
2024
Q4 		$5.08M Buy
18,379
+3,004
+20% +$853K 0.02% 473
2024
Q3 		$4.43M Buy
15,375
+1,950
+15% +$535K 0.02% 468
2024
Q2 		$3.42M Buy
13,425
+2,365
+21% +$607K 0.02% 506
2024
Q1 		$2.87M Buy
11,060
+1,188
+12% +$292K 0.01% 538
2023
Q4 		$2.23M Sell
9,872
-1,093
-10% -$239K 0.01% 557
2023
Q3 		$2.28M Buy
10,965
+2,349
+27% +$475K 0.01% 513
2023
Q2 		$1.66M Buy
8,616
+1,173
+16% +$230K 0.01% 559
2023
Q1 		$1.45M Buy
7,443
+629
+9% +$132K 0.01% 550
2022
Q4 		$1.5M Buy
6,814
+1,541
+29% +$321K 0.01% 499
2022
Q3 		$959K Buy
5,273
+557
+12% +$106K 0.01% 571
2022
Q2 		$927K Buy
4,716
+1,162
+33% +$239K 0.01% 578
2022
Q1 		$760K Buy
3,554
+770
+28% +$156K 0.01% 627
2021
Q4 		$538K Buy
+2,784
New +$523K ﹤0.01% 707
2021
Q2 		$8.13M Hold
51,163
– – 0.06% 226
2021
Q1 		$8.13M Hold
51,163
– – 0.06% 226
2020
Q4 		$8.13M Hold
51,163
– – 0.06% 226
2020
Q3 		$8.13M Hold
51,163
– – 0.06% 226
2020
Q2 		$8.13M Hold
51,163
– – 0.06% 226
2020
Q1 		$8.13M Hold
51,163
– – 0.06% 226
2019
Q4 		$8.13M Hold
51,163
– – 0.06% 226
2019
Q3 		$8.13M Hold
51,163
– – 0.06% 226
2019
Q2 		$8.13M Hold
51,163
– – 0.06% 226
2019
Q1 		$8.13M Buy
51,163
+41,620
+436% +$5.54M 0.06% 226
2018
Q4 		$1.23M Buy
9,543
+6,892
+260% +$891K 0.03% 344
2018
Q3 		$354K Buy
2,651
+1,990
+301% +$269K 0.01% 420
2018
Q2 		$84K Buy
661
+33
+5% +$4.38K ﹤0.01% 546
2018
Q1 		$86K Sell
628
-10
-2% -$1.45K ﹤0.01% 471
2017
Q4 		$93K Buy
638
+30
+5% +$4.48K ﹤0.01% 436
2017
Q3 		$87K Buy
608
+7
+1% +$1.01K ﹤0.01% 431
2017
Q2 		$87K Buy
601
+82
+16% +$11.5K ﹤0.01% 401
2017
Q1 		$71K Sell
519
-66
-11% -$8.88K ﹤0.01% 395
2016
Q4 		$77K Buy
585
+522
+829% +$66.6K ﹤0.01% 385
2016
Q3 		$8K Buy
63
+19
+43% +$2.41K ﹤0.01% 736
2016
Q2 		$6K Buy
44
+4
+10% +$493 ﹤0.01% 600
2016
Q1 		$5K Buy
+40
New +$4.6K ﹤0.01% 590
2014
Q1 		– Sell
-49
Closed -$5K – 203
2013
Q4 		$5K Hold
49
– – ﹤0.01% 509
2013
Q3 		$5K Buy
+49
New +$4.48K ﹤0.01% 373

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

Carson Wealth (CWM LLC)'s CB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chubb (CB) stake by 6.1% in Q1 2026, buying an estimated $2.03M and bringing the position to 110,012 shares worth $35.9M. The position accounts for 0.09% of the portfolio, ranked #203.

Carson Wealth (CWM LLC) first reported a position in CB in Q3 2013 and has held it in 42 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 110,012 shares of Chubb worth $35.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,336 Chubb shares in Q1 2026, an estimated $2.03M.
  • Chubb made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #203 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chubb in Q3 2013 and has held it in 42 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.