Sage Private Wealth Group
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Sage Private Wealth Group’s Chubb CB Stock Holding History

Sage Private Wealth 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
Q3 		$620K Buy
1,905
+12
+0.6% +$4.14K 0.21% 63
2026
Q2 		$645K Buy
1,893
+63
+3% +$20.5K 0.29% 40
2026
Q1 		$597K Sell
1,830
-59
-3% -$18.9K 0.3% 41
2025
Q4 		$590K Sell
1,889
-6
-0.3% -$1.75K 0.32% 42
2025
Q3 		$535K Buy
1,895
+147
+8% +$40.5K 0.3% 49
2025
Q2 		$507K Buy
1,748
+138
+9% +$39.7K 0.32% 38
2025
Q1 		$486K Sell
1,610
-23
-1% -$6.39K 0.37% 35
2024
Q4 		$451K Sell
1,633
-96
-6% -$27.3K 0.34% 39
2024
Q3 		$499K Sell
1,729
-746
-30% -$205K 0.39% 34
2024
Q2 		$632K Buy
2,475
+275
+13% +$70.6K 0.53% 23
2024
Q1 		$570K Buy
2,200
+313
+17% +$77K 0.46% 30
2023
Q4 		$426K Buy
1,887
+83
+5% +$18.2K 0.38% 32
2023
Q3 		$376K Buy
1,804
+30
+2% +$6.06K 0.52% 25
2023
Q2 		$342K Buy
1,774
+1
+0.1% +$196 0.47% 28
2023
Q1 		$344K Buy
1,773
+164
+10% +$34.5K 0.4% 26
2022
Q4 		$355K Sell
1,609
-45
-3% -$9.36K 0.42% 24
2022
Q3 		$301K Sell
1,654
-234
-12% -$44.4K 0.4% 32
2022
Q2 		$371K Buy
1,888
+335
+22% +$69K 0.53% 19
2022
Q1 		$332K Buy
1,553
+174
+13% +$35.4K 0.32% 35
2021
Q4 		$266K Buy
1,379
+39
+3% +$7.33K 0.33% 36
2021
Q3 		$233K Buy
1,340
+27
+2% +$4.73K 0.32% 32
2021
Q2 		$209K Buy
1,313
+25
+2% +$4.14K 0.28% 40
2021
Q1 		$204K Sell
1,288
-51
-4% -$8.22K 0.35% 37
2020
Q4 		$206K Buy
+1,339
New +$188K 0.57% 35

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Sage Private Wealth Group's CB Position: Q3 2026 in Review

Sage Private Wealth Group increased its Chubb (CB) stake by 0.63% in Q3 2026, buying an estimated $4.14K and bringing the position to 1,905 shares worth $620K. The position accounts for 0.21% of the portfolio, ranked #63.

Sage Private Wealth Group first reported a position in CB in Q4 2020 and has held it in 24 quarters since. The position peaked at $645K in Q2 2026. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Sage Private Wealth Group held 1,905 shares of Chubb worth $620K as of Q3 2026.
  • Sage Private Wealth Group bought 12 Chubb shares in Q3 2026, an estimated $4.14K.
  • Chubb made up 0.21% of Sage Private Wealth Group's portfolio in Q3 2026, its #63 holding.
  • Sage Private Wealth Group first reported a position in Chubb in Q4 2020 and has held it in 24 quarters since.
  • Sage Private Wealth Group's Chubb position peaked at $645K in Q2 2026.
  • 1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.