Northwest Wealth Management
CB icon

Northwest Wealth Management’s Chubb CB Stock Holding History

Northwest 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
Q3 		$639K Buy
1,966
+33
+2% +$11.4K 0.08% 109
2026
Q2 		$659K Sell
1,933
-97
-5% -$31.6K 0.09% 103
2026
Q1 		$662K Buy
2,030
+15
+0.7% +$4.81K 0.1% 101
2025
Q4 		$629K Buy
2,015
+784
+64% +$229K 0.1% 102
2025
Q3 		$347K Buy
+1,231
New +$339K 0.06% 138

Other funds holding CB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwest Wealth Management's CB Position: Q3 2026 in Review

Northwest Wealth Management increased its Chubb (CB) stake by 1.7% in Q3 2026, buying an estimated $11.4K and bringing the position to 1,966 shares worth $639K. The position accounts for 0.08% of the portfolio, ranked #109.

Northwest Wealth Management first reported a position in CB in Q3 2025 and has held it in 5 quarters since. The position peaked at $662K in Q1 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Northwest Wealth Management held 1,966 shares of Chubb worth $639K as of Q3 2026.
  • Northwest Wealth Management bought 33 Chubb shares in Q3 2026, an estimated $11.4K.
  • Chubb made up 0.08% of Northwest Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Northwest Wealth Management first reported a position in Chubb in Q3 2025 and has held it in 5 quarters since.
  • Northwest Wealth Management's Chubb position peaked at $662K in Q1 2026.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.