Atwater Malick’s Chubb CB Stock Holding History

Atwater Malick’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	$329K	Hold	1,010	–	–	0.07%	98
2026 Q2	$344K	Hold	1,010	–	–	0.08%	91
2026 Q1	$329K	Hold	1,010	–	–	0.09%	73
2025 Q4	$315K	Hold	1,010	–	–	0.09%	69
2025 Q3	$285K	Hold	1,010	–	–	0.08%	71
2025 Q2	$293K	Hold	1,010	–	–	0.09%	67
2025 Q1	$305K	Hold	1,010	–	–	0.1%	66
2024 Q4	$279K	Hold	1,010	–	–	0.09%	63
2024 Q3	$291K	Hold	1,010	–	–	0.09%	66
2024 Q2	$258K	Hold	1,010	–	–	0.09%	68
2024 Q1	$262K	Hold	1,010	–	–	0.09%	69
2023 Q4	$228K	Buy	+1,010	New	+$221K	0.09%	66
2022 Q3	–	Sell	-1,030	Closed	-$202K	–	55
2022 Q2	$202K	Hold	1,030	–	–	0.11%	53
2022 Q1	$220K	Buy	+1,030	New	+$209K	0.11%	54
2021 Q2	–	Sell	-1,350	Closed	-$213K	–	50
2021 Q1	$213K	Hold	1,350	–	–	0.13%	44
2020 Q4	$208K	Buy	+1,350	New	+$189K	0.13%	39
2020 Q3	–	Sell	-1,875	Closed	-$237K	–	40
2020 Q2	$237K	Buy	+1,875	New	+$217K	0.19%	39
2019 Q4	–	Sell	-38	Closed	-$6K	–	66
2019 Q3	$6K	Buy	+38	New	+$5.88K	0.01%	163

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Atwater Malick's CB Position: Q3 2026 in Review

Atwater Malick held its Chubb (CB) position steady in Q3 2026 at 1,010 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #98.

Atwater Malick first reported a position in CB in Q3 2019 and has held it in 18 quarters since. The position peaked at $344K in Q2 2026. 452 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Atwater Malick held 1,010 shares of Chubb worth $329K as of Q3 2026.
Atwater Malick left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.07% of Atwater Malick's portfolio in Q3 2026, its #98 holding.
Atwater Malick first reported a position in Chubb in Q3 2019 and has held it in 18 quarters since.
Atwater Malick's Chubb position peaked at $344K in Q2 2026.
452 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.