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Center for Wealth Management Advisory’s Chubb CB Stock Holding History

Center for Wealth Management Advisory’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 		$279K Sell
856
-4,874
-85% -$1.56M 0.2% 55
2025
Q4 		$1.79M Buy
+5,730
New +$1.68M 1.32% 19

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

Center for Wealth Management Advisory's CB Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Chubb (CB) stake by 85% in Q1 2026, selling an estimated $1.56M and leaving 856 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #55.

Center for Wealth Management Advisory first reported a position in CB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.79M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Center for Wealth Management Advisory held 856 shares of Chubb worth $279K as of Q1 2026.
  • Center for Wealth Management Advisory sold 4,874 Chubb shares in Q1 2026, an estimated $1.56M.
  • Chubb made up 0.2% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #55 holding.
  • Center for Wealth Management Advisory first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Chubb position peaked at $1.79M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.