RMG Wealth Management’s Chubb CB Stock Holding History

RMG 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 Q2	$4.12K	Hold	12	–	–	﹤0.01%	375
2026 Q1	$3.84K	Hold	12	–	–	﹤0.01%	415
2025 Q4	$3.59K	Buy	+12	New	+$3.51K	﹤0.01%	324

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RMG Wealth Management's CB Position: Q2 2026 in Review

RMG Wealth Management held its Chubb (CB) position steady in Q2 2026 at 12 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

RMG Wealth Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

RMG Wealth Management held 12 shares of Chubb worth $4.12K as of Q2 2026.
RMG Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #375 holding.
RMG Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.