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Sargent Investment Group’s Chubb CB Stock Holding History

Sargent Investment 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
Q1 		$363K Buy
1,114
+147
+15% +$47.2K 0.05% 186
2025
Q4 		$302K Buy
+967
New +$283K 0.04% 205
2025
Q3 		– Sell
-927
Closed -$250K – 139
2025
Q2 		$250K Sell
927
-251
-21% -$72.2K 0.03% 213
2025
Q1 		$356K Sell
1,178
-26
-2% -$7.22K 0.06% 176
2024
Q4 		$315K Buy
1,204
+58
+5% +$16.5K 0.05% 181
2024
Q3 		$330K Buy
1,146
+175
+18% +$48K 0.06% 157
2024
Q2 		$248K Sell
971
-160
-14% -$41.1K 0.05% 186
2024
Q1 		$293K Sell
1,131
-480
-30% -$118K 0.06% 161
2023
Q4 		$364K Buy
1,611
+15
+0.9% +$3.28K 0.08% 145
2023
Q3 		$332K Buy
+1,596
New +$323K 0.08% 148
2020
Q1 		– Sell
-1,370
Closed -$213K – 141
2019
Q4 		$213K Buy
+1,370
New +$210K 0.08% 137

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

Sargent Investment Group's CB Position: Q1 2026 in Review

Sargent Investment Group increased its Chubb (CB) stake by 15% in Q1 2026, buying an estimated $47.2K and bringing the position to 1,114 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #186.

Sargent Investment Group first reported a position in CB in Q4 2019 and has held it in 11 quarters since. The position peaked at $364K in Q4 2023. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Sargent Investment Group held 1,114 shares of Chubb worth $363K as of Q1 2026.
  • Sargent Investment Group bought 147 Chubb shares in Q1 2026, an estimated $47.2K.
  • Chubb made up 0.05% of Sargent Investment Group's portfolio in Q1 2026, its #186 holding.
  • Sargent Investment Group first reported a position in Chubb in Q4 2019 and has held it in 11 quarters since.
  • Sargent Investment Group's Chubb position peaked at $364K in Q4 2023.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.