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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

RMG Wealth Management held its Chubb (CB) position steady in Q1 2026 at 12 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

RMG Wealth Management first reported a position in CB in Q4 2025 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

RMG Wealth Management held 12 shares of Chubb worth $3.84K as of Q1 2026.
RMG Wealth Management left its Chubb share count unchanged in Q1 2026.
Chubb made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #415 holding.
RMG Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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