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Sage Financial Management Group’s Chubb CB Stock Holding History

Sage Financial Management Group’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 		$421K Hold
1,235
– – 0.12% 44
2026
Q1 		$403K Sell
1,235
-65
-5% -$20.9K 0.12% 41
2025
Q4 		$406K Hold
1,300
– – 0.12% 42
2025
Q3 		$367K Hold
1,300
– – 0.12% 42
2025
Q2 		$377K Hold
1,300
– – 0.13% 39
2025
Q1 		$393K Hold
1,300
– – 0.14% 37
2024
Q4 		$359K Hold
1,300
– – 0.13% 40
2024
Q3 		$375K Hold
1,300
– – 0.15% 38
2024
Q2 		$332K Hold
1,300
– – 1.01% 9
2024
Q1 		$337K Buy
+1,300
New +$320K 0.16% 40

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sage Financial Management Group's CB Position: Q2 2026 in Review

Sage Financial Management Group held its Chubb (CB) position steady in Q2 2026 at 1,235 shares worth $421K. The position accounts for 0.12% of the portfolio, ranked #44.

Sage Financial Management Group first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sage Financial Management Group held 1,235 shares of Chubb worth $421K as of Q2 2026.
  • Sage Financial Management Group left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.12% of Sage Financial Management Group's portfolio in Q2 2026, its #44 holding.
  • Sage Financial Management Group first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.