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CreativeOne Wealth’s Chubb CB Stock Holding History

CreativeOne Wealth’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
Q2 		$357K Sell
1,048
-55
-5% -$17.9K 0.01% 922
2026
Q1 		$360K Buy
1,103
+124
+13% +$39.8K 0.01% 913
2025
Q4 		$306K Sell
979
-104
-10% -$30.4K 0.01% 941
2025
Q3 		$306K Buy
1,083
+216
+25% +$59.4K 0.01% 940
2025
Q2 		$251K Buy
867
+56
+7% +$16.1K 0.01% 988
2025
Q1 		$245K Buy
+811
New +$225K 0.01% 933
2024
Q4 		– Sell
-921
Closed -$266K – 1067
2024
Q3 		$266K Buy
+921
New +$252K 0.01% 812

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CreativeOne Wealth's CB Position: Q2 2026 in Review

CreativeOne Wealth reduced its Chubb (CB) stake by 5% in Q2 2026, selling an estimated $17.9K and leaving 1,048 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #922.

CreativeOne Wealth first reported a position in CB in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • CreativeOne Wealth held 1,048 shares of Chubb worth $357K as of Q2 2026.
  • CreativeOne Wealth sold 55 Chubb shares in Q2 2026, an estimated $17.9K.
  • Chubb made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #922 holding.
  • CreativeOne Wealth first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • CreativeOne Wealth's Chubb position peaked at $360K in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.