Golden State Wealth Management’s Chubb CB Stock Holding History

Golden State 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	$162K	Sell	496 -9	-2%	-$2.89K	0.02%	409
2025 Q4	$158K	Sell	505 -20	-4%	-$5.85K	0.02%	419
2025 Q3	$148K	Buy	525 +36	+7%	+$9.91K	0.02%	429
2025 Q2	$142K	Sell	489 -60	-11%	-$17.3K	0.02%	411
2025 Q1	$166K	Buy	549 +46	+9%	+$12.8K	0.02%	363
2024 Q4	$139K	Buy	+503	New	+$143K	0.02%	377
2020 Q2	–	Sell	-346	Closed	-$39K	–	291
2020 Q1	$39K	Buy	+346	New	+$49.6K	0.02%	397
2019 Q4	–	Sell	-336	Closed	-$54K	–	175
2019 Q3	$54K	Hold	336	–	–	0.02%	406
2019 Q2	$49K	Hold	336	–	–	0.02%	458
2019 Q1	$47K	Buy	+336	New	+$44.7K	0.02%	457

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Golden State Wealth Management's CB Position: Q1 2026 in Review

Golden State Wealth Management reduced its Chubb (CB) stake by 1.8% in Q1 2026, selling an estimated $2.89K and leaving 496 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #409.

Golden State Wealth Management first reported a position in CB in Q1 2019 and has held it in 10 quarters since. The position peaked at $166K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Golden State Wealth Management held 496 shares of Chubb worth $162K as of Q1 2026.
Golden State Wealth Management sold 9 Chubb shares in Q1 2026, an estimated $2.89K.
Chubb made up 0.02% of Golden State Wealth Management's portfolio in Q1 2026, its #409 holding.
Golden State Wealth Management first reported a position in Chubb in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Chubb position peaked at $166K in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.