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IMG Wealth Management’s Chubb CB Stock Holding History

IMG 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 		$24.5K Buy
72
+13
+22% +$4.24K 0.01% 235
2026
Q1 		$19.2K Sell
59
-8
-12% -$2.57K 0.01% 243
2025
Q4 		$20.9K Buy
67
+30
+81% +$8.77K 0.01% 234
2025
Q3 		$10.4K Hold
37
– – 0.01% 264
2025
Q2 		$10.7K Buy
+37
New +$10.6K 0.01% 256

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

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

IMG Wealth Management increased its Chubb (CB) stake by 22% in Q2 2026, buying an estimated $4.24K and bringing the position to 72 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #235.

IMG Wealth Management first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • IMG Wealth Management held 72 shares of Chubb worth $24.5K as of Q2 2026.
  • IMG Wealth Management bought 13 Chubb shares in Q2 2026, an estimated $4.24K.
  • Chubb made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #235 holding.
  • IMG Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.