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ORG Wealth Partners’s Chubb CB Stock Holding History

ORG 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
Q1 		$585K Buy
1,796
+897
+100% +$288K 0.12% 116
2025
Q4 		$281K Sell
899
-52
-5% -$15.2K 0.07% 169
2025
Q3 		$269K Sell
951
-85
-8% -$23.4K 0.06% 173
2025
Q2 		$300K Sell
1,036
-1,594
-61% -$459K 0.07% 149
2025
Q1 		$793K Sell
2,630
-495
-16% -$138K 0.24% 78
2024
Q4 		$864K Buy
3,125
+337
+12% +$95.7K 0.27% 30
2024
Q3 		$804K Buy
+2,788
New +$764K 0.27% 34

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

ORG Wealth Partners's CB Position: Q1 2026 in Review

ORG Wealth Partners increased its Chubb (CB) stake by 100% in Q1 2026, buying an estimated $288K and bringing the position to 1,796 shares worth $585K. The position accounts for 0.12% of the portfolio, ranked #116.

ORG Wealth Partners first reported a position in CB in Q3 2024 and has held it in 7 quarters since. The position peaked at $864K in Q4 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • ORG Wealth Partners held 1,796 shares of Chubb worth $585K as of Q1 2026.
  • ORG Wealth Partners bought 897 Chubb shares in Q1 2026, an estimated $288K.
  • Chubb made up 0.12% of ORG Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • ORG Wealth Partners first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Chubb position peaked at $864K in Q4 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.