AA Financial Advisors
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AA Financial Advisors’s Chubb CB Stock Holding History

AA Financial Advisors’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 		$1.52M Buy
4,683
+70
+2% +$24.2K 0.18% 91
2026
Q2 		$1.57M Sell
4,613
-646
-12% -$211K 0.19% 83
2026
Q1 		$1.71M Buy
5,259
+286
+6% +$91.8K 0.24% 77
2025
Q4 		$1.55M Sell
4,973
-443
-8% -$130K 0.29% 62
2025
Q3 		$1.53M Buy
5,416
+445
+9% +$122K 0.3% 57
2025
Q2 		$1.44M Sell
4,971
-124
-2% -$35.7K 0.31% 59
2025
Q1 		$1.54M Buy
5,095
+53
+1% +$14.7K 0.38% 54
2024
Q4 		$1.39M Buy
5,042
+273
+6% +$77.5K 0.37% 57
2024
Q3 		$1.38M Buy
4,769
+355
+8% +$97.3K 0.4% 58
2024
Q2 		$1.13M Buy
4,414
+65
+1% +$16.7K 0.4% 62
2024
Q1 		$1.13M Buy
+4,349
New +$1.07M 0.45% 56

Other funds holding CB

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

AA Financial Advisors's CB Position: Q3 2026 in Review

AA Financial Advisors increased its Chubb (CB) stake by 1.5% in Q3 2026, buying an estimated $24.2K and bringing the position to 4,683 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #91.

AA Financial Advisors first reported a position in CB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2026. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • AA Financial Advisors held 4,683 shares of Chubb worth $1.52M as of Q3 2026.
  • AA Financial Advisors bought 70 Chubb shares in Q3 2026, an estimated $24.2K.
  • Chubb made up 0.18% of AA Financial Advisors's portfolio in Q3 2026, its #91 holding.
  • AA Financial Advisors first reported a position in Chubb in Q1 2024 and has held it in 11 quarters since.
  • AA Financial Advisors's Chubb position peaked at $1.71M in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.