HWMG
CB icon

Harbour Wealth Management Group’s Chubb CB Stock Holding History

Harbour Wealth Management Group’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
-2,162
Closed -$675K – 93
2025
Q4 		$675K Buy
+2,162
New +$632K 0.53% 36

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harbour Wealth Management Group's CB Position: Q1 2026 in Review

Harbour Wealth Management Group sold out of Chubb (CB) in Q1 2026, closing a stake of 2,162 shares — an estimated $675K sold.

Harbour Wealth Management Group first reported a position in CB in Q4 2025 and held it in 1 quarter. The position peaked at $675K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Harbour Wealth Management Group reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Harbour Wealth Management Group sold 2,162 Chubb shares in Q1 2026, an estimated $675K.
  • Harbour Wealth Management Group first reported a position in Chubb in Q4 2025 and held it in 1 quarter.
  • Harbour Wealth Management Group's Chubb position peaked at $675K in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Harbour Wealth Management Group's 13F filing for Q1 2026, filed 17 Apr 2026.