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Medallion Wealth Advisors’s Chubb CB Stock Holding History

Medallion Wealth Advisors’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 		$248K Hold
760
– – 0.08% 223
2025
Q4 		$237K Hold
760
– – 0.08% 221
2025
Q3 		$215K Hold
760
– – 0.08% 224
2025
Q2 		$220K Hold
760
– – 0.09% 216
2025
Q1 		$229K Buy
760
+114
+18% +$31.7K 0.1% 185
2024
Q4 		$178K Buy
+646
New +$183K 0.09% 199

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Medallion Wealth Advisors's CB Position: Q1 2026 in Review

Medallion Wealth Advisors held its Chubb (CB) position steady in Q1 2026 at 760 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #223.

Medallion Wealth Advisors first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Medallion Wealth Advisors held 760 shares of Chubb worth $248K as of Q1 2026.
  • Medallion Wealth Advisors left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #223 holding.
  • Medallion Wealth Advisors first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.