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Rialto Wealth Management’s Chubb CB Stock Holding History

Rialto 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
Q1 		$7.5K Buy
23
+5
+28% +$1.6K ﹤0.01% 508
2025
Q4 		$5.62K Buy
18
+10
+125% +$2.92K ﹤0.01% 506
2025
Q3 		$2.26K Sell
8
-7
-47% -$1.93K ﹤0.01% 636
2025
Q2 		$4.35K Buy
+15
New +$4.32K ﹤0.01% 476

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

Rialto Wealth Management's CB Position: Q1 2026 in Review

Rialto Wealth Management increased its Chubb (CB) stake by 28% in Q1 2026, buying an estimated $1.6K and bringing the position to 23 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Rialto Wealth Management first reported a position in CB in Q2 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Rialto Wealth Management held 23 shares of Chubb worth $7.5K as of Q1 2026.
  • Rialto Wealth Management bought 5 Chubb shares in Q1 2026, an estimated $1.6K.
  • Chubb made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #508 holding.
  • Rialto Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.