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

Amplius 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 		$24M Buy
73,812
+400
+0.5% +$138K 1.65% 18
2026
Q2 		$25M Sell
73,412
-1,913
-3% -$624K 1.83% 17
2026
Q1 		$24.6M Buy
75,325
+1,014
+1% +$325K 2.05% 16
2025
Q4 		$23.2M Sell
74,311
-1,759
-2% -$514K 1.95% 15
2025
Q3 		$21.5M Sell
76,070
-7,170
-9% -$1.97M 1.86% 17
2025
Q2 		$24.1M Buy
83,240
+17,180
+26% +$4.94M 2.24% 15
2025
Q1 		$19.9M Buy
66,060
+391
+0.6% +$109K 2.07% 16
2024
Q4 		$18.1M Buy
65,669
+5,640
+9% +$1.6M 1.86% 17
2024
Q3 		$17.3M Buy
60,029
+2,504
+4% +$686K 1.89% 16
2024
Q2 		$14.7M Buy
57,525
+5,818
+11% +$1.49M 1.63% 18
2024
Q1 		$13.4M Sell
51,707
-3,224
-6% -$793K 1.5% 19
2023
Q4 		$12.4M Sell
54,931
-5,451
-9% -$1.19M 1.5% 23
2023
Q3 		$12.6M Sell
60,382
-2,871
-5% -$580K 1.68% 20
2023
Q2 		$12.2M Sell
63,253
-129
-0.2% -$25.3K 1.64% 16
2023
Q1 		$12.3M Buy
63,382
+5,517
+10% +$1.16M 1.77% 12
2022
Q4 		$12.8M Sell
57,865
-929
-2% -$193K 2.04% 10
2022
Q3 		$10.7M Buy
58,794
+5,471
+10% +$1.04M 1.91% 18
2022
Q2 		$10.5M Buy
53,323
+381
+0.7% +$78.5K 1.7% 21
2022
Q1 		$11.3M Sell
52,942
-1,973
-4% -$401K 1.74% 17
2021
Q4 		$10.6M Buy
+54,915
New +$10.3M 1.46% 17

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

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

Amplius Wealth Advisors increased its Chubb (CB) stake by 0.54% in Q3 2026, buying an estimated $138K and bringing the position to 73,812 shares worth $24M. The position accounts for 1.65% of the portfolio, ranked #18.

Amplius Wealth Advisors first reported a position in CB in Q4 2021 and has held it in 20 quarters since. The position peaked at $25M in Q2 2026. 586 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Amplius Wealth Advisors held 73,812 shares of Chubb worth $24M as of Q3 2026.
  • Amplius Wealth Advisors bought 400 Chubb shares in Q3 2026, an estimated $138K.
  • Chubb made up 1.65% of Amplius Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Amplius Wealth Advisors first reported a position in Chubb in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Chubb position peaked at $25M in Q2 2026.
  • 586 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

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