Advocate Group
CB icon

Advocate Group’s Chubb CB Stock Holding History

Advocate Group’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 		$8.72M Sell
26,800
-867
-3% -$299K 1.35% 28
2026
Q2 		$9.43M Sell
27,667
-137
-0.5% -$44.7K 1.42% 27
2026
Q1 		$9.06M Buy
27,804
+927
+3% +$297K 1.42% 30
2025
Q4 		$8.39M Buy
26,877
+2,863
+12% +$837K 1.36% 31
2025
Q3 		$6.78M Sell
24,014
-41
-0.2% -$11.3K 1.11% 40
2025
Q2 		$6.97M Buy
24,055
+112
+0.5% +$32.2K 1.25% 36
2025
Q1 		$7.23M Buy
23,943
+143
+0.6% +$39.7K 1.32% 33
2024
Q4 		$6.58M Buy
23,800
+86
+0.4% +$24.4K 1.24% 36
2024
Q3 		$6.84M Buy
23,714
+966
+4% +$265K 1.24% 37
2024
Q2 		$5.8M Buy
22,748
+322
+1% +$82.7K 1.17% 37
2024
Q1 		$5.81M Buy
22,426
+3,398
+18% +$835K 1.16% 37
2023
Q4 		$4.3M Buy
19,028
+1,088
+6% +$238K 0.92% 49
2023
Q3 		$3.73M Buy
17,940
+1,731
+11% +$350K 0.87% 53
2023
Q2 		$3.12M Sell
16,209
-1,948
-11% -$382K 0.69% 57
2023
Q1 		$3.53M Sell
18,157
-2,493
-12% -$524K 0.77% 53
2022
Q4 		$4.56M Buy
20,650
+5,477
+36% +$1.14M 0.98% 42
2022
Q3 		$2.76M Buy
15,173
+7,882
+108% +$1.5M 0.68% 53
2022
Q2 		$1.43M Buy
+7,291
New +$1.5M 0.33% 67

Other funds holding CB

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 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

Advocate Group's CB Position: Q3 2026 in Review

Advocate Group reduced its Chubb (CB) stake by 3.1% in Q3 2026, selling an estimated $299K and leaving 26,800 shares worth $8.72M. The position accounts for 1.35% of the portfolio, ranked #28.

Advocate Group first reported a position in CB in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.43M in Q2 2026. 945 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Advocate Group held 26,800 shares of Chubb worth $8.72M as of Q3 2026.
  • Advocate Group sold 867 Chubb shares in Q3 2026, an estimated $299K.
  • Chubb made up 1.35% of Advocate Group's portfolio in Q3 2026, its #28 holding.
  • Advocate Group first reported a position in Chubb in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Chubb position peaked at $9.43M in Q2 2026.
  • 945 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.