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LMG Wealth Partners’s Chubb CB Stock Holding History

LMG 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 		$5.35M Buy
15,695
+687
+5% +$224K 0.85% 40
2026
Q1 		$4.89M Buy
15,008
+550
+4% +$176K 0.89% 39
2025
Q4 		$4.51M Buy
14,458
+299
+2% +$87.4K 0.84% 39
2025
Q3 		$4M Buy
14,159
+127
+0.9% +$35K 0.74% 46
2025
Q2 		$4.07M Buy
14,032
+174
+1% +$50.1K 0.84% 40
2025
Q1 		$4.18M Buy
13,858
+1,701
+14% +$473K 0.93% 40
2024
Q4 		$3.36M Buy
12,157
+652
+6% +$185K 0.73% 44
2024
Q3 		$3.32M Buy
11,505
+986
+9% +$270K 0.76% 42
2024
Q2 		$2.68M Buy
10,519
+8,657
+465% +$2.22M 0.67% 45
2024
Q1 		$483K Buy
1,862
+39
+2% +$9.59K 0.12% 93
2023
Q4 		$412K Buy
1,823
+153
+9% +$33.5K 0.11% 79
2023
Q3 		$348K Buy
+1,670
New +$338K 0.11% 81

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

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

LMG Wealth Partners increased its Chubb (CB) stake by 4.6% in Q2 2026, buying an estimated $224K and bringing the position to 15,695 shares worth $5.35M. The position accounts for 0.85% of the portfolio, ranked #40.

LMG Wealth Partners first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • LMG Wealth Partners held 15,695 shares of Chubb worth $5.35M as of Q2 2026.
  • LMG Wealth Partners bought 687 Chubb shares in Q2 2026, an estimated $224K.
  • Chubb made up 0.85% of LMG Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • LMG Wealth Partners first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.