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Strategic Wealth Partners’s Chubb CB Stock Holding History

Strategic 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 		$577K Sell
1,769
-112
-6% -$35.9K 0.04% 189
2025
Q4 		$587K Buy
1,881
+124
+7% +$36.3K 0.04% 187
2025
Q3 		$496K Sell
1,757
-116
-6% -$31.9K 0.04% 231
2025
Q2 		$543K Buy
+1,873
New +$539K 0.04% 199
2024
Q4 		$522K Sell
1,951
-59
-3% -$16.8K 0.04% 204
2024
Q3 		$580K Buy
2,010
+17
+0.9% +$4.66K 0.06% 190
2024
Q2 		$508K Sell
1,993
-404
-17% -$104K 0.05% 192
2024
Q1 		$621K Sell
2,397
-28
-1% -$6.88K 0.07% 173
2023
Q4 		$548K Sell
2,425
-18,498
-88% -$4.05M 0.07% 174
2023
Q3 		$4.36M Buy
20,923
+34
+0.2% +$6.87K 0.57% 42
2023
Q2 		$4.02M Buy
20,889
+1,293
+7% +$253K 0.52% 52
2023
Q1 		$3.81M Buy
19,596
+6,013
+44% +$1.26M 0.58% 43
2022
Q4 		$3M Buy
13,583
+1,648
+14% +$343K 0.56% 51
2022
Q3 		$2.17M Buy
11,935
+806
+7% +$153K 0.46% 70
2022
Q2 		$2.19M Buy
+11,129
New +$2.29M 0.47% 76
2019
Q4 		– Sell
-147
Closed -$23 – 183
2019
Q3 		$23 Hold
147
– – ﹤0.01% 371
2019
Q2 		$21K Buy
+147
New +$21.2K 0.01% 326

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

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

Strategic Wealth Partners reduced its Chubb (CB) stake by 6% in Q1 2026, selling an estimated $35.9K and leaving 1,769 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #189.

Strategic Wealth Partners first reported a position in CB in Q2 2019 and has held it in 17 quarters since. The position peaked at $4.36M in Q3 2023. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Strategic Wealth Partners held 1,769 shares of Chubb worth $577K as of Q1 2026.
  • Strategic Wealth Partners sold 112 Chubb shares in Q1 2026, an estimated $35.9K.
  • Chubb made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #189 holding.
  • Strategic Wealth Partners first reported a position in Chubb in Q2 2019 and has held it in 17 quarters since.
  • Strategic Wealth Partners's Chubb position peaked at $4.36M in Q3 2023.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

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