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Dynasty Wealth Management’s Chubb CB Stock Holding History

Dynasty 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 		– Sell
-2,482
Closed -$775K – 340
2025
Q4 		$775K Sell
2,482
-68
-3% -$19.9K 0.01% 204
2025
Q3 		$720K Sell
2,550
-413
-14% -$114K 0.01% 189
2025
Q2 		$858K Buy
2,963
+78
+3% +$22.4K 0.01% 142
2025
Q1 		$871K Sell
2,885
-420
-13% -$117K 0.01% 154
2024
Q4 		$913K Sell
3,305
-531
-14% -$151K 0.02% 153
2024
Q3 		$1.11M Sell
3,836
-19
-0.5% -$5.21K 0.03% 130
2024
Q2 		$983K Buy
3,855
+126
+3% +$32.4K 0.03% 137
2024
Q1 		$966K Buy
+3,729
New +$917K 0.03% 131

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

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

Dynasty Wealth Management sold out of Chubb (CB) in Q1 2026, closing a stake of 2,482 shares — an estimated $775K sold.

Dynasty Wealth Management first reported a position in CB in Q1 2024 and held it in 8 quarters. The position peaked at $1.11M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,482 Chubb shares in Q1 2026, an estimated $775K.
  • Dynasty Wealth Management first reported a position in Chubb in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Chubb position peaked at $1.11M in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.