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Dakota Wealth Management’s Chubb CB Stock Holding History

Dakota 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 		$8.35M Sell
25,629
-3,038
-11% -$975K 0.18% 124
2025
Q4 		$8.95M Sell
28,667
-7,331
-20% -$2.14M 0.16% 117
2025
Q3 		$10.2M Buy
35,998
+4,355
+14% +$1.2M 0.2% 94
2025
Q2 		$9.17M Buy
31,643
+4,085
+15% +$1.18M 0.19% 103
2025
Q1 		$8.32M Sell
27,558
-841
-3% -$234K 0.19% 104
2024
Q4 		$7.85M Buy
28,399
+11,474
+68% +$3.26M 0.18% 111
2024
Q3 		$4.88M Sell
16,925
-16
-0.1% -$4.39K 0.11% 163
2024
Q2 		$4.32M Buy
16,941
+11,640
+220% +$2.99M 0.1% 171
2024
Q1 		$1.37M Buy
5,301
+489
+10% +$120K 0.03% 312
2023
Q4 		$1.09M Buy
4,812
+841
+21% +$184K 0.04% 301
2023
Q3 		$827K Buy
3,971
+2,327
+142% +$470K 0.04% 318
2023
Q2 		$317K Buy
1,644
+107
+7% +$21K 0.01% 471
2023
Q1 		$298K Buy
1,537
+22
+1% +$4.62K 0.02% 469
2022
Q4 		$334K Sell
1,515
-13
-0.9% -$2.71K 0.02% 426
2022
Q3 		$277K Sell
1,528
-44
-3% -$8.36K 0.02% 438
2022
Q2 		$309K Buy
+1,572
New +$324K 0.03% 369
2019
Q1 		– Sell
-2,915
Closed -$390K – 307
2018
Q4 		$390K Hold
2,915
– – 0.09% 181
2018
Q3 		$390K Buy
2,915
+26
+0.9% +$3.52K 0.09% 179
2018
Q2 		$367K Buy
+2,889
New +$384K 0.1% 151

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

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

Dakota Wealth Management reduced its Chubb (CB) stake by 11% in Q1 2026, selling an estimated $975K and leaving 25,629 shares worth $8.35M. The position accounts for 0.18% of the portfolio, ranked #124.

Dakota Wealth Management first reported a position in CB in Q2 2018 and has held it in 19 quarters since. The position peaked at $10.2M in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Dakota Wealth Management held 25,629 shares of Chubb worth $8.35M as of Q1 2026.
  • Dakota Wealth Management sold 3,038 Chubb shares in Q1 2026, an estimated $975K.
  • Chubb made up 0.18% of Dakota Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Dakota Wealth Management first reported a position in Chubb in Q2 2018 and has held it in 19 quarters since.
  • Dakota Wealth Management's Chubb position peaked at $10.2M in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.