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Turning Point Benefit Group’s Chubb CB Stock Holding History

Turning Point Benefit 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 		– Sell
-16
Closed -$4.99K – 207
2025
Q4 		$4.99K Buy
16
+7
+78% +$2.05K ﹤0.01% 302
2025
Q3 		$2.53K Buy
+9
New +$2.48K ﹤0.01% 280

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

Turning Point Benefit Group's CB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Chubb (CB) in Q1 2026, closing a stake of 16 shares — an estimated $4.99K sold.

Turning Point Benefit Group first reported a position in CB in Q3 2025 and held it in 2 quarters. The position peaked at $4.99K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 16 Chubb shares in Q1 2026, an estimated $4.99K.
  • Turning Point Benefit Group first reported a position in Chubb in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Chubb position peaked at $4.99K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.