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Private Wealth Asset Management’s Chubb CB Stock Holding History

Private Wealth Asset 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
Q1 		$288K Buy
883
+15
+2% +$4.81K 0.03% 221
2025
Q4 		$271K Buy
868
+23
+3% +$6.72K 0.03% 234
2025
Q3 		$238K Sell
845
-751
-47% -$207K 0.03% 223
2025
Q2 		$462K Sell
1,596
-10
-0.6% -$2.88K 0.06% 168
2025
Q1 		$485K Buy
+1,606
New +$446K 0.07% 152

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

Private Wealth Asset Management's CB Position: Q1 2026 in Review

Private Wealth Asset Management increased its Chubb (CB) stake by 1.7% in Q1 2026, buying an estimated $4.81K and bringing the position to 883 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #221.

Private Wealth Asset Management first reported a position in CB in Q1 2025 and has held it in 5 quarters since. The position peaked at $485K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Private Wealth Asset Management held 883 shares of Chubb worth $288K as of Q1 2026.
  • Private Wealth Asset Management bought 15 Chubb shares in Q1 2026, an estimated $4.81K.
  • Chubb made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #221 holding.
  • Private Wealth Asset Management first reported a position in Chubb in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Chubb position peaked at $485K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.