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
2019
Q1 		– Sell
-2,000
Closed -$10K – 2963
2018
Q4 		$10K Buy
+2,000
New +$258K ﹤0.01% 1322

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.