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Crown Wealth Group’s Chubb CB Stock Holding History

Crown Wealth Group’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 		$276K Buy
846
+38
+5% +$12.2K 0.08% 105
2025
Q4 		$252K Buy
808
+52
+7% +$15.2K 0.07% 113
2025
Q3 		$213K Buy
756
+17
+2% +$4.68K 0.06% 117
2025
Q2 		$214K Sell
739
-56
-7% -$16.1K 0.08% 109
2025
Q1 		$240K Sell
795
-15
-2% -$4.17K 0.12% 88
2024
Q4 		$224K Sell
810
-2
-0.2% -$568 0.09% 102
2024
Q3 		$234K Sell
812
-517
-39% -$142K 0.1% 99
2024
Q2 		$339K Buy
1,329
+460
+53% +$118K 0.17% 69
2024
Q1 		$225K Buy
+869
New +$214K 0.12% 96

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

Crown Wealth Group's CB Position: Q1 2026 in Review

Crown Wealth Group increased its Chubb (CB) stake by 4.7% in Q1 2026, buying an estimated $12.2K and bringing the position to 846 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #105.

Crown Wealth Group first reported a position in CB in Q1 2024 and has held it in 9 quarters since. The position peaked at $339K in Q2 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Crown Wealth Group held 846 shares of Chubb worth $276K as of Q1 2026.
  • Crown Wealth Group bought 38 Chubb shares in Q1 2026, an estimated $12.2K.
  • Chubb made up 0.08% of Crown Wealth Group's portfolio in Q1 2026, its #105 holding.
  • Crown Wealth Group first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • Crown Wealth Group's Chubb position peaked at $339K in Q2 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.