RCWM
CB icon

Royal Capital Wealth Management’s Chubb CB Stock Holding History

Royal Capital 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 		$220K Hold
675
– – 0.14% 87
2025
Q4 		$211K Buy
+675
New +$197K 0.12% 88
2025
Q2 		– Sell
-674
Closed -$204K – 88
2025
Q1 		$204K Buy
+674
New +$187K 0.14% 85
2024
Q3 		– Sell
-798
Closed -$204K – 94
2024
Q2 		$204K Hold
798
– – 0.15% 83
2024
Q1 		$207K Buy
+798
New +$196K 0.16% 91

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

Royal Capital Wealth Management's CB Position: Q1 2026 in Review

Royal Capital Wealth Management held its Chubb (CB) position steady in Q1 2026 at 675 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #87.

Royal Capital Wealth Management first reported a position in CB in Q1 2024 and has held it in 5 quarters since. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Royal Capital Wealth Management held 675 shares of Chubb worth $220K as of Q1 2026.
  • Royal Capital Wealth Management left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.14% of Royal Capital Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Royal Capital Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 5 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.