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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
2013
Q3 		– Sell
-309
Closed -$1K – 425
2013
Q2 		$1K Buy
+309
New +$27.7K ﹤0.01% 294

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

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

Elite Wealth Management opened a new position in Chubb (CB) in Q1 2026: 24,488 shares worth $7.98M. The stake represents 2.59% of the portfolio and ranks #11 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in CB as recently as Q4 2013.

Elite Wealth Management first reported a position in CB in Q4 2013 and has held it in 2 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Elite Wealth Management held 24,488 shares of Chubb worth $7.98M as of Q1 2026.
  • Chubb was a new Elite Wealth Management position in Q1 2026.
  • Chubb made up 2.59% of Elite Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Elite Wealth Management first reported a position in Chubb in Q4 2013 and has held it in 2 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.