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Elite Wealth Management’s Chubb CB Stock Holding History

Elite 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
Q2 		– Sell
-24,488
Closed -$7.98M – 50
2026
Q1 		$7.98M Buy
+24,488
New +$7.86M 2.59% 11
2014
Q1 		– Sell
-20
Closed -$2K – 376
2013
Q4 		$2K Buy
+20
New +$1.96K ﹤0.01% 652

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Elite Wealth Management's CB Position: Q2 2026 in Review

Elite Wealth Management sold out of Chubb (CB) in Q2 2026, closing a stake of 24,488 shares — an estimated $7.98M sold.

Elite Wealth Management first reported a position in CB in Q4 2013 and held it in 2 quarters. The position peaked at $7.98M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Elite Wealth Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Elite Wealth Management sold 24,488 Chubb shares in Q2 2026, an estimated $7.98M.
  • Elite Wealth Management first reported a position in Chubb in Q4 2013 and held it in 2 quarters.
  • Elite Wealth Management's Chubb position peaked at $7.98M in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.