Atticus Wealth Management
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Atticus Wealth Management’s Chubb CB Stock Holding History

Atticus 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 		$265K Buy
815
+29
+4% +$10K 0.06% 166
2026
Q2 		$268K Sell
786
-12
-2% -$3.91K 0.06% 163
2026
Q1 		$260K Sell
798
-78
-9% -$25K 0.07% 156
2025
Q4 		$273K Buy
876
+2
+0.2% +$585 0.07% 170
2025
Q3 		$247K Buy
874
+287
+49% +$79K 0.06% 184
2025
Q2 		$170K Buy
587
+477
+434% +$137K 0.05% 185
2025
Q1 		$33.2K Hold
110
– – 0.01% 270
2024
Q4 		$30.4K Hold
110
– – 0.01% 292
2024
Q3 		$31.7K Sell
110
-3
-3% -$822 0.01% 288
2024
Q2 		$28.8K Hold
113
– – 0.01% 282
2024
Q1 		$29.3K Hold
113
– – 0.01% 287
2023
Q4 		$25.5K Hold
113
– – 0.01% 309
2023
Q3 		$23.5K Hold
113
– – 0.01% 321
2023
Q2 		$21.8K Hold
113
– – 0.01% 329
2023
Q1 		$21.9K Hold
113
– – 0.01% 315
2022
Q4 		$24.9K Hold
113
– – 0.01% 317
2022
Q3 		$22K Hold
113
– – 0.01% 301
2022
Q2 		$22K Hold
113
– – 0.01% 328
2022
Q1 		$24K Hold
113
– – 0.01% 310
2021
Q4 		$22K Buy
+113
New +$21.2K 0.01% 303
2020
Q1 		– Sell
-5
Closed -$1K – 328
2019
Q4 		$1K Buy
+5
New +$765 ﹤0.01% 305

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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

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

Atticus Wealth Management increased its Chubb (CB) stake by 3.7% in Q3 2026, buying an estimated $10K and bringing the position to 815 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #166.

Atticus Wealth Management first reported a position in CB in Q4 2019 and has held it in 21 quarters since. The position peaked at $273K in Q4 2025. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Atticus Wealth Management held 815 shares of Chubb worth $265K as of Q3 2026.
  • Atticus Wealth Management bought 29 Chubb shares in Q3 2026, an estimated $10K.
  • Chubb made up 0.06% of Atticus Wealth Management's portfolio in Q3 2026, its #166 holding.
  • Atticus Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 21 quarters since.
  • Atticus Wealth Management's Chubb position peaked at $273K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

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