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Sagespring Wealth Partners’s Chubb CB Stock Holding History

Sagespring Wealth Partners’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 		$3.89M Sell
11,402
-400
-3% -$130K 0.06% 154
2026
Q1 		$3.85M Buy
11,802
+7
+0.1% +$2.25K 0.07% 135
2025
Q4 		$3.68M Buy
11,795
+456
+4% +$133K 0.07% 139
2025
Q3 		$3.2M Sell
11,339
-399
-3% -$110K 0.06% 144
2025
Q2 		$3.4M Buy
11,738
+481
+4% +$138K 0.07% 132
2025
Q1 		$3.4M Buy
11,257
+660
+6% +$183K 0.09% 114
2024
Q4 		$2.93M Buy
+10,597
New +$3.01M 0.08% 113

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

Sagespring Wealth Partners's CB Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Chubb (CB) stake by 3.4% in Q2 2026, selling an estimated $130K and leaving 11,402 shares worth $3.89M. The position accounts for 0.06% of the portfolio, ranked #154.

Sagespring Wealth Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sagespring Wealth Partners held 11,402 shares of Chubb worth $3.89M as of Q2 2026.
  • Sagespring Wealth Partners sold 400 Chubb shares in Q2 2026, an estimated $130K.
  • Chubb made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Sagespring Wealth Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.