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SFMG Wealth Advisors’s Chubb CB Stock Holding History

SFMG Wealth Advisors’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 		$427K Hold
1,310
– – 0.03% 206
2025
Q4 		$409K Buy
1,310
+1
+0.1% +$292 0.03% 208
2025
Q3 		$370K Buy
1,309
+8
+0.6% +$2.2K 0.03% 209
2025
Q2 		$377K Sell
1,301
-18
-1% -$5.18K 0.03% 185
2025
Q1 		$398K Buy
1,319
+46
+4% +$12.8K 0.03% 170
2024
Q4 		$352K Sell
1,273
-408
-24% -$116K 0.03% 181
2024
Q3 		$485K Buy
1,681
+40
+2% +$11K 0.04% 145
2024
Q2 		$419K Buy
1,641
+104
+7% +$26.7K 0.04% 160
2024
Q1 		$398K Buy
1,537
+4
+0.3% +$983 0.03% 170
2023
Q4 		$346K Buy
1,533
+45
+3% +$9.84K 0.03% 175
2023
Q3 		$310K Buy
1,488
+39
+3% +$7.88K 0.03% 175
2023
Q2 		$279K Sell
1,449
-249
-15% -$48.8K 0.03% 185
2023
Q1 		$330K Buy
1,698
+80
+5% +$16.8K 0.04% 167
2022
Q4 		$357K Buy
1,618
+123
+8% +$25.6K 0.04% 164
2022
Q3 		$277K Buy
1,495
+314
+27% +$59.6K 0.03% 180
2022
Q2 		$232K Buy
1,181
+40
+4% +$8.24K 0.03% 212
2022
Q1 		$244K Buy
+1,141
New +$232K 0.02% 233

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

SFMG Wealth Advisors's CB Position: Q1 2026 in Review

SFMG Wealth Advisors held its Chubb (CB) position steady in Q1 2026 at 1,310 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #206.

SFMG Wealth Advisors first reported a position in CB in Q1 2022 and has held it in 17 quarters since. The position peaked at $485K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • SFMG Wealth Advisors held 1,310 shares of Chubb worth $427K as of Q1 2026.
  • SFMG Wealth Advisors left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #206 holding.
  • SFMG Wealth Advisors first reported a position in Chubb in Q1 2022 and has held it in 17 quarters since.
  • SFMG Wealth Advisors's Chubb position peaked at $485K in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.