Rothwell Investment Advisors, LLC’s Chubb CB Stock Holding History

Rothwell Investment Advisors, LLC’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	$595K	Buy	+1,828	New	+$631K	0.32%	62

Other funds holding CB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Chubb (CB) in Q3 2026: 1,828 shares worth $595K. The stake represents 0.32% of the portfolio and ranks #62 among its holdings.

1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,828 shares of Chubb worth $595K as of Q3 2026.
Chubb was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Chubb made up 0.32% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #62 holding.
1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.