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Prestige Wealth Management Group’s Chubb CB Stock Holding History

Prestige Wealth Management Group’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 		$429K Sell
1,311
-14
-1% -$4.49K 0.08% 113
2025
Q4 		$415K Buy
1,325
+86
+7% +$25.1K 0.08% 115
2025
Q3 		$351K Buy
1,239
+3
+0.2% +$826 0.07% 132
2025
Q2 		$359K Sell
1,236
-179
-13% -$51.5K 0.07% 129
2025
Q1 		$429K Buy
1,415
+8
+0.6% +$2.22K 0.09% 108
2024
Q4 		$390K Buy
1,407
+15
+1% +$4.26K 0.08% 117
2024
Q3 		$403K Sell
1,392
-1,029
-43% -$282K 0.08% 114
2024
Q2 		$620K Buy
2,421
+720
+42% +$185K 0.13% 76
2024
Q1 		$442K Sell
1,701
-1,318
-44% -$324K 0.1% 98
2023
Q4 		$685K Buy
3,019
+332
+12% +$72.6K 0.16% 68
2023
Q3 		$562K Buy
2,687
+1,073
+66% +$217K 0.14% 72
2023
Q2 		$312K Sell
1,614
-188
-10% -$36.8K 0.07% 114
2023
Q1 		$351K Buy
1,802
+75
+4% +$15.8K 0.09% 110
2022
Q4 		$382K Buy
1,727
+91
+6% +$18.9K 0.1% 94
2022
Q3 		$299K Buy
1,636
+103
+7% +$19.6K 0.08% 106
2022
Q2 		$302K Buy
1,533
+235
+18% +$48.4K 0.08% 109
2022
Q1 		$277K Buy
1,298
+50
+4% +$10.2K 0.07% 117
2021
Q4 		$242K Buy
1,248
+47
+4% +$8.83K 0.06% 123
2021
Q3 		$209K Buy
1,201
+105
+10% +$18.4K 0.05% 134
2021
Q2 		$174K Sell
1,096
-106
-9% -$17.6K 0.05% 141
2021
Q1 		$190K Buy
1,202
+98
+9% +$15.8K 0.05% 127
2020
Q4 		$170K Buy
1,104
+127
+13% +$17.8K 0.05% 130
2020
Q3 		$114K Buy
977
+284
+41% +$35.7K 0.03% 155
2020
Q2 		$88K Buy
693
+318
+85% +$36.9K 0.03% 168
2020
Q1 		$42K Buy
375
+327
+681% +$46.9K 0.02% 190
2019
Q4 		$7K Hold
48
– – ﹤0.01% 376
2019
Q3 		$8K Hold
48
– – ﹤0.01% 358
2019
Q2 		$7K Hold
48
– – ﹤0.01% 357
2019
Q1 		$7K Sell
48
-1,098
-96% -$146K ﹤0.01% 360
2018
Q4 		$148K Buy
+1,146
New +$148K 0.11% 122

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

Prestige Wealth Management Group's CB Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Chubb (CB) stake by 1.1% in Q1 2026, selling an estimated $4.49K and leaving 1,311 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #113.

Prestige Wealth Management Group first reported a position in CB in Q4 2018 and has held it in 30 quarters since. The position peaked at $685K in Q4 2023. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Prestige Wealth Management Group held 1,311 shares of Chubb worth $429K as of Q1 2026.
  • Prestige Wealth Management Group sold 14 Chubb shares in Q1 2026, an estimated $4.49K.
  • Chubb made up 0.08% of Prestige Wealth Management Group's portfolio in Q1 2026, its #113 holding.
  • Prestige Wealth Management Group first reported a position in Chubb in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Chubb position peaked at $685K in Q4 2023.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.