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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
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 $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

CreativeOne Wealth's CB Position: Q1 2026 in Review

CreativeOne Wealth increased its Chubb (CB) stake by 13% in Q1 2026, buying an estimated $39.8K and bringing the position to 1,103 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #913.

CreativeOne Wealth first reported a position in CB in Q3 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • CreativeOne Wealth held 1,103 shares of Chubb worth $360K as of Q1 2026.
  • CreativeOne Wealth bought 124 Chubb shares in Q1 2026, an estimated $39.8K.
  • Chubb made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #913 holding.
  • CreativeOne Wealth first reported a position in Chubb in Q3 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.