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Daymark Wealth Partners’s Chubb CB Stock Holding History

Daymark Wealth Partners’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 		$7.6M Sell
23,330
-522
-2% -$167K 0.24% 80
2025
Q4 		$7.44M Buy
23,852
+450
+2% +$132K 0.24% 82
2025
Q3 		$6.61M Sell
23,402
-513
-2% -$141K 0.22% 90
2025
Q2 		$6.93M Buy
23,915
+282
+1% +$81.2K 0.26% 77
2025
Q1 		$7.14M Sell
23,633
-216
-0.9% -$60K 0.31% 71
2024
Q4 		$6.59M Sell
23,849
-1,207
-5% -$343K 0.28% 75
2024
Q3 		$7.23M Buy
25,056
+455
+2% +$125K 0.31% 72
2024
Q2 		$6.28M Buy
24,601
+3,228
+15% +$829K 0.29% 76
2024
Q1 		$5.54M Buy
21,373
+65
+0.3% +$16K 0.3% 81
2023
Q4 		$4.82M Buy
21,308
+711
+3% +$155K 0.3% 81
2023
Q3 		$4.29M Buy
20,597
+11,493
+126% +$2.32M 0.3% 77
2023
Q2 		$1.75M Buy
9,104
+1,699
+23% +$333K 0.13% 125
2023
Q1 		$1.44M Buy
7,405
+2,054
+38% +$432K 0.19% 100
2022
Q4 		$1.18M Buy
+5,351
New +$1.11M 0.21% 84

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

Daymark Wealth Partners's CB Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Chubb (CB) stake by 2.2% in Q1 2026, selling an estimated $167K and leaving 23,330 shares worth $7.6M. The position accounts for 0.24% of the portfolio, ranked #80.

Daymark Wealth Partners first reported a position in CB in Q4 2022 and has held it in 14 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Daymark Wealth Partners held 23,330 shares of Chubb worth $7.6M as of Q1 2026.
  • Daymark Wealth Partners sold 522 Chubb shares in Q1 2026, an estimated $167K.
  • Chubb made up 0.24% of Daymark Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Daymark Wealth Partners first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.