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Gateway Wealth Partners’s Chubb CB Stock Holding History

Gateway 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 		$1.6M Sell
4,695
-519
-10% -$169K 0.1% 224
2026
Q1 		$1.7M Buy
+5,214
New +$1.67M 0.07% 279

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Vanguard Capital Management
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State Street
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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

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

Gateway Wealth Partners reduced its Chubb (CB) stake by 10% in Q2 2026, selling an estimated $169K and leaving 4,695 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #224.

Gateway Wealth Partners first reported a position in CB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.7M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Gateway Wealth Partners held 4,695 shares of Chubb worth $1.6M as of Q2 2026.
  • Gateway Wealth Partners sold 519 Chubb shares in Q2 2026, an estimated $169K.
  • Chubb made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • Gateway Wealth Partners first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Chubb position peaked at $1.7M in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.