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Challenger Wealth Management’s Chubb CB Stock Holding History

Challenger 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
Q1 		$246K Sell
756
-67
-8% -$21.5K 0.2% 58
2025
Q4 		$257K Sell
823
-2
-0.2% -$585 0.2% 56
2025
Q3 		$233K Sell
825
-1,090
-57% -$300K 0.18% 61
2025
Q2 		$555K Buy
1,915
+102
+6% +$29.4K 0.38% 44
2025
Q1 		$547K Sell
1,813
-139
-7% -$38.6K 0.43% 44
2024
Q4 		$539K Buy
+1,952
New +$554K 0.46% 45

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

Challenger Wealth Management's CB Position: Q1 2026 in Review

Challenger Wealth Management reduced its Chubb (CB) stake by 8.1% in Q1 2026, selling an estimated $21.5K and leaving 756 shares worth $246K. The position accounts for 0.2% of the portfolio, ranked #58.

Challenger Wealth Management first reported a position in CB in Q4 2024 and has held it in 6 quarters since. The position peaked at $555K in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Challenger Wealth Management held 756 shares of Chubb worth $246K as of Q1 2026.
  • Challenger Wealth Management sold 67 Chubb shares in Q1 2026, an estimated $21.5K.
  • Chubb made up 0.2% of Challenger Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Challenger Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Chubb position peaked at $555K in Q2 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.