Summit Wealth Group (Colorado)
CB icon

Summit Wealth Group (Colorado)’s Chubb CB Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$593K Buy
1,823
+1,212
+198% +$418K 0.04% 237
2026
Q2 		$208K Buy
+611
New +$199K 0.02% 385

Other funds holding CB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CB Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Chubb (CB) stake by 198% in Q3 2026, buying an estimated $418K and bringing the position to 1,823 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #237.

Summit Wealth Group (Colorado) first reported a position in CB in Q2 2026 and has held it in 2 quarters since. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Summit Wealth Group (Colorado) held 1,823 shares of Chubb worth $593K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 1,212 Chubb shares in Q3 2026, an estimated $418K.
  • Chubb made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #237 holding.
  • Summit Wealth Group (Colorado) first reported a position in Chubb in Q2 2026 and has held it in 2 quarters since.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.