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Destiny Wealth Partners’s Chubb CB Stock Holding History

Destiny 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
Q2 		– Sell
-221
Closed -$72K – 303
2026
Q1 		$72K Buy
+221
New +$70.9K 0.01% 387
2023
Q1 		– Sell
-132
Closed -$29.1K – 245
2022
Q4 		$29.1K Sell
132
-68
-34% -$14.1K 0.01% 358
2022
Q3 		$36K Hold
200
– – 0.01% 304
2022
Q2 		$39K Buy
200
+17
+9% +$3.5K 0.01% 298
2022
Q1 		$39K Buy
183
+12
+7% +$2.44K 0.01% 335
2021
Q4 		$33K Hold
171
– – 0.01% 359
2021
Q3 		$30K Buy
+171
New +$30K 0.01% 349
2021
Q2 		– Sell
-68
Closed -$11K – 225
2021
Q1 		$11K Sell
68
-103
-60% -$16.6K ﹤0.01% 400
2020
Q4 		$26K Buy
+171
New +$24K 0.01% 338

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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

Destiny Wealth Partners's CB Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Chubb (CB) in Q2 2026, closing a stake of 221 shares — an estimated $72K sold.

Destiny Wealth Partners first reported a position in CB in Q4 2020 and held it in 9 quarters. The position peaked at $72K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 221 Chubb shares in Q2 2026, an estimated $72K.
  • Destiny Wealth Partners first reported a position in Chubb in Q4 2020 and held it in 9 quarters.
  • Destiny Wealth Partners's Chubb position peaked at $72K in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.