Aprio Wealth Management’s Chubb CB Stock Holding History

Aprio 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	$603K	Buy	1,853 +81	+5%	+$28K	0.03%	364
2026 Q2	$604K	Sell	1,772 -131	-7%	-$42.7K	0.03%	338
2026 Q1	$620K	Buy	1,903 +41	+2%	+$13.2K	0.03%	296
2025 Q4	$581K	Buy	1,862 +885	+91%	+$259K	0.03%	282
2025 Q3	$276K	Sell	977 -128	-12%	-$35.2K	0.03%	348
2025 Q2	$320K	Buy	1,105 +97	+10%	+$27.9K	0.04%	272
2025 Q1	$305K	Buy	1,008 +142	+16%	+$39.5K	0.04%	265
2024 Q4	$239K	Buy	866 +69	+9%	+$19.6K	0.03%	261
2024 Q3	$230K	Buy	+797	New	+$218K	0.04%	246

Other funds holding CB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

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

Aprio Wealth Management increased its Chubb (CB) stake by 4.6% in Q3 2026, buying an estimated $28K and bringing the position to 1,853 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #364.

Aprio Wealth Management first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $620K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Aprio Wealth Management held 1,853 shares of Chubb worth $603K as of Q3 2026.
Aprio Wealth Management bought 81 Chubb shares in Q3 2026, an estimated $28K.
Chubb made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #364 holding.
Aprio Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Chubb position peaked at $620K in Q1 2026.
1,312 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.