RMG Wealth Management
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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
Q3 		$4.37K Hold
12
– – ﹤0.01% 364
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

RMG Wealth Management's CB Position: Q3 2026 in Review

RMG Wealth Management held its Chubb (CB) position steady in Q3 2026 at 12 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

RMG Wealth Management first reported a position in CB in Q4 2025 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • RMG Wealth Management held 12 shares of Chubb worth $4.37K as of Q3 2026.
  • RMG Wealth Management left its Chubb share count unchanged in Q3 2026.
  • Chubb made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #364 holding.
  • RMG Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.