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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
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 $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

Sagespring Wealth Partners's CB Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Chubb (CB) stake by 0.06% in Q1 2026, buying an estimated $2.25K and bringing the position to 11,802 shares worth $3.85M. The position accounts for 0.07% of the portfolio, ranked #135.

Sagespring Wealth Partners first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Sagespring Wealth Partners held 11,802 shares of Chubb worth $3.85M as of Q1 2026.
  • Sagespring Wealth Partners bought 7 Chubb shares in Q1 2026, an estimated $2.25K.
  • Chubb made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #135 holding.
  • Sagespring Wealth Partners first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.