Accurate Wealth Management
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Accurate Wealth Management’s Chubb CB Stock Holding History

Accurate Wealth Management’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 		$261K Buy
755
+48
+7% +$16.6K 0.02% 504
2026
Q2 		$246K Buy
707
+9
+1% +$2.94K 0.02% 501
2026
Q1 		$229K Buy
698
+32
+5% +$10.3K 0.03% 485
2025
Q4 		$204K Buy
+666
New +$195K 0.03% 491
2025
Q3 		– Sell
-8,803
Closed -$2.47M – 494
2025
Q2 		$2.47M Sell
8,803
-113
-1% -$32.5K 0.38% 65
2025
Q1 		$2.53M Sell
8,916
-226
-2% -$62.8K 0.48% 56
2024
Q4 		$2.36M Sell
9,142
-1,666
-15% -$473K 0.45% 61
2024
Q3 		$3.11M Sell
10,808
-26
-0.2% -$7.13K 0.62% 39
2024
Q2 		$2.82M Buy
10,834
+174
+2% +$44.7K 0.68% 43
2024
Q1 		$2.67M Sell
10,660
-115
-1% -$28.3K 0.78% 38
2023
Q4 		$2.45M Sell
10,775
-431
-4% -$94.3K 0.76% 35
2023
Q3 		$2.42M Buy
11,206
+81
+0.7% +$16.4K 0.76% 36
2023
Q2 		$2.1M Buy
11,125
+2,277
+26% +$446K 0.65% 39
2023
Q1 		$1.73M Buy
8,848
+671
+8% +$141K 0.6% 41
2022
Q4 		$1.84M Buy
+8,177
New +$1.7M 0.68% 25

Other funds holding CB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Accurate Wealth Management's CB Position: Q3 2026 in Review

Accurate Wealth Management increased its Chubb (CB) stake by 6.8% in Q3 2026, buying an estimated $16.6K and bringing the position to 755 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #504.

Accurate Wealth Management first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q3 2024. 1,038 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Accurate Wealth Management held 755 shares of Chubb worth $261K as of Q3 2026.
  • Accurate Wealth Management bought 48 Chubb shares in Q3 2026, an estimated $16.6K.
  • Chubb made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #504 holding.
  • Accurate Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Chubb position peaked at $3.11M in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.