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Private Wealth Management Group’s Chubb CB Stock Holding History

Private 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
Q2 		$12.5K Hold
37
– – ﹤0.01% 520
2026
Q1 		$12K Buy
37
+7
+23% +$2.25K ﹤0.01% 473
2025
Q4 		$9.36K Hold
30
– – ﹤0.01% 527
2025
Q3 		$8.47K Hold
30
– – ﹤0.01% 578
2025
Q2 		$8.69K Hold
30
– – ﹤0.01% 534
2025
Q1 		$9.06K Sell
30
-256
-90% -$71.1K ﹤0.01% 500
2024
Q4 		$79K Hold
286
– – 0.03% 132
2024
Q3 		$82.5K Buy
286
+2
+0.7% +$548 0.03% 122
2024
Q2 		$72.4K Hold
284
– – 0.03% 127
2024
Q1 		$73.6K Sell
284
-1
-0.4% -$246 0.03% 122
2023
Q4 		$64.4K Buy
+285
New +$62.3K 0.03% 130

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Private Wealth Management Group's CB Position: Q2 2026 in Review

Private Wealth Management Group held its Chubb (CB) position steady in Q2 2026 at 37 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Private Wealth Management Group first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $82.5K in Q3 2024. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Private Wealth Management Group held 37 shares of Chubb worth $12.5K as of Q2 2026.
  • Private Wealth Management Group left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #520 holding.
  • Private Wealth Management Group first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Chubb position peaked at $82.5K in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.