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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
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% +$6.07K 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

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 Private Wealth Group's CB Position: Q2 2026 in Review

Sage Private Wealth Group increased its Chubb (CB) stake by 3.4% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,893 shares worth $645K. The position accounts for 0.29% of the portfolio, ranked #40.

Sage Private Wealth Group first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sage Private Wealth Group held 1,893 shares of Chubb worth $645K as of Q2 2026.
  • Sage Private Wealth Group bought 63 Chubb shares in Q2 2026, an estimated $20.5K.
  • Chubb made up 0.29% of Sage Private Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Sage Private Wealth Group first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.