Apella Capital
CB icon

Apella Capital’s Chubb CB Stock Holding History

Apella Capital’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 		$923K Buy
2,758
+1,017
+58% +$351K 0.01% 411
2026
Q2 		$626K Buy
1,741
+68
+4% +$22.2K 0.01% 433
2026
Q1 		$554K Buy
1,673
+805
+93% +$258K 0.01% 448
2025
Q4 		$271K Sell
868
-43
-5% -$12.6K 0.01% 461
2025
Q3 		$244K Buy
911
+121
+15% +$33.3K 0.01% 426
2025
Q2 		$221K Buy
+790
New +$227K 0.01% 398

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

Apella Capital's CB Position: Q3 2026 in Review

Apella Capital increased its Chubb (CB) stake by 58% in Q3 2026, buying an estimated $351K and bringing the position to 2,758 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #411.

Apella Capital first reported a position in CB in Q2 2025 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Apella Capital held 2,758 shares of Chubb worth $923K as of Q3 2026.
  • Apella Capital bought 1,017 Chubb shares in Q3 2026, an estimated $351K.
  • Chubb made up 0.01% of Apella Capital's portfolio in Q3 2026, its #411 holding.
  • Apella Capital first reported a position in Chubb in Q2 2025 and has held it in 6 quarters since.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.