Allen Capital Group
CB icon

Allen Capital Group’s Chubb CB Stock Holding History

Allen Capital 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 		$231K Buy
709
+20
+3% +$6.9K 0.02% 281
2026
Q2 		$235K Buy
689
+58
+9% +$18.9K 0.02% 275
2026
Q1 		$206K Buy
+631
New +$202K 0.02% 272

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Dimensional Fund Advisors
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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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Allen Capital Group's CB Position: Q3 2026 in Review

Allen Capital Group increased its Chubb (CB) stake by 2.9% in Q3 2026, buying an estimated $6.9K and bringing the position to 709 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #281.

Allen Capital Group first reported a position in CB in Q1 2026 and has held it in 3 quarters since. The position peaked at $235K in Q2 2026. 1,312 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Allen Capital Group held 709 shares of Chubb worth $231K as of Q3 2026.
  • Allen Capital Group bought 20 Chubb shares in Q3 2026, an estimated $6.9K.
  • Chubb made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #281 holding.
  • Allen Capital Group first reported a position in Chubb in Q1 2026 and has held it in 3 quarters since.
  • Allen Capital Group's Chubb position peaked at $235K in Q2 2026.
  • 1,312 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.