Aaron Wealth Advisors
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Aaron Wealth Advisors’s Chubb CB Stock Holding History

Aaron Wealth 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 		$1.77M Sell
5,434
-481
-8% -$166K 0.09% 137
2026
Q2 		$2.02M Buy
5,915
+1,101
+23% +$359K 0.1% 127
2026
Q1 		$1.57M Buy
4,814
+83
+2% +$26.6K 0.09% 141
2025
Q4 		$1.48M Buy
4,731
+1,215
+35% +$355K 0.08% 170
2025
Q3 		$992K Buy
3,516
+1,427
+68% +$393K 0.06% 237
2025
Q2 		$605K Buy
2,089
+202
+11% +$58.1K 0.06% 197
2025
Q1 		$570K Buy
1,887
+103
+6% +$28.6K 0.07% 191
2024
Q4 		$493K Sell
1,784
-16
-0.9% -$4.54K 0.06% 202
2024
Q3 		$519K Buy
1,800
+204
+13% +$55.9K 0.06% 185
2024
Q2 		$407K Buy
1,596
+509
+47% +$131K 0.06% 191
2024
Q1 		$282K Buy
1,087
+196
+22% +$48.2K 0.04% 234
2023
Q4 		$201K Sell
891
-9,856
-92% -$2.16M 0.03% 251
2023
Q3 		$2.24M Buy
10,747
+11
+0.1% +$2.22K 0.29% 57
2023
Q2 		$2.07M Buy
10,736
+167
+2% +$32.7K 0.27% 61
2023
Q1 		$2.05M Buy
10,569
+173
+2% +$36.4K 0.28% 59
2022
Q4 		$2.29M Sell
10,396
-16
-0.2% -$3.33K 0.33% 55
2022
Q3 		$1.89M Sell
10,412
-450
-4% -$85.5K 0.35% 53
2022
Q2 		$2.14M Buy
10,862
+347
+3% +$71.5K 0.54% 38
2022
Q1 		$2.25M Sell
10,515
-98
-0.9% -$19.9K 0.52% 34
2021
Q4 		$2.05M Buy
10,613
+57
+0.5% +$10.7K 0.57% 32
2021
Q3 		$1.83M Buy
10,556
+138
+1% +$24.2K 0.52% 30
2021
Q2 		$1.66M Sell
10,418
-76
-0.7% -$12.6K 0.54% 32
2021
Q1 		$1.66M Sell
10,494
-103
-1% -$16.6K 0.61% 31
2020
Q4 		$1.63M Buy
+10,597
New +$1.49M 0.6% 37

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Aaron Wealth Advisors's CB Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Chubb (CB) stake by 8.1% in Q3 2026, selling an estimated $166K and leaving 5,434 shares worth $1.77M. The position accounts for 0.09% of the portfolio, ranked #137.

Aaron Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.29M in Q4 2022. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Aaron Wealth Advisors held 5,434 shares of Chubb worth $1.77M as of Q3 2026.
  • Aaron Wealth Advisors sold 481 Chubb shares in Q3 2026, an estimated $166K.
  • Chubb made up 0.09% of Aaron Wealth Advisors's portfolio in Q3 2026, its #137 holding.
  • Aaron Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Chubb position peaked at $2.29M in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.