B.A. Schrock Wealth Management, Inc.’s Chubb CB Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$575K	Buy	+1,737	New	+$600K	0.21%	88

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s CB Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Chubb (CB) in Q3 2026: 1,737 shares worth $575K. The stake represents 0.21% of the portfolio and ranks #88 among its holdings.

278 funds tracked by Wall St. Rank hold CB as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 1,737 shares of Chubb worth $575K as of Q3 2026.
Chubb was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Chubb made up 0.21% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #88 holding.
278 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.