Avestar Capital
CB icon

Avestar Capital’s Chubb CB Stock Holding History

Avestar 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 		$900K Sell
2,765
-108
-4% -$37.3K 0.07% 239
2026
Q2 		$980K Sell
2,873
-716
-20% -$234K 0.05% 250
2026
Q1 		$1.17M Buy
3,589
+111
+3% +$35.6K 0.08% 193
2025
Q4 		$1.09M Buy
3,478
+213
+7% +$62.3K 0.07% 204
2025
Q3 		$923K Sell
3,265
-382
-10% -$105K 0.06% 230
2025
Q2 		$1.06M Buy
3,647
+571
+19% +$164K 0.07% 200
2025
Q1 		$931K Buy
3,076
+53
+2% +$14.7K 0.08% 195
2024
Q4 		$838K Buy
3,023
+211
+8% +$59.9K 0.07% 202
2024
Q3 		$811K Buy
2,812
+140
+5% +$38.4K 0.08% 186
2024
Q2 		$682K Buy
2,672
+835
+45% +$214K 0.07% 202
2024
Q1 		$478K Buy
1,837
+488
+36% +$120K 0.05% 240
2023
Q4 		$306K Buy
1,349
+259
+24% +$56.6K 0.03% 289
2023
Q3 		$228K Buy
+1,090
New +$220K 0.03% 308
2023
Q1 		– Sell
-909
Closed -$201K – 325
2022
Q4 		$201K Buy
+909
New +$189K 0.04% 277
2019
Q3 		– Sell
-175
Closed -$22K – 274
2019
Q2 		$22K Buy
175
+3
+2% +$433 0.01% 379
2019
Q1 		$22K Buy
172
+25
+17% +$3.33K 0.01% 365
2018
Q4 		$16K Buy
147
+10
+7% +$1.29K 0.01% 362
2018
Q3 		$15K Sell
137
-23
-14% -$3.11K 0.01% 405
2018
Q2 		$18K Sell
160
-3
-2% -$399 0.01% 371
2018
Q1 		$21K Buy
163
+3
+2% +$434 0.01% 329
2017
Q4 		$21K Buy
+160
New +$23.9K 0.02% 330

Other funds holding CB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Avestar Capital's CB Position: Q3 2026 in Review

Avestar Capital reduced its Chubb (CB) stake by 3.8% in Q3 2026, selling an estimated $37.3K and leaving 2,765 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #239.

Avestar Capital first reported a position in CB in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.17M in Q1 2026. 1,635 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Avestar Capital held 2,765 shares of Chubb worth $900K as of Q3 2026.
  • Avestar Capital sold 108 Chubb shares in Q3 2026, an estimated $37.3K.
  • Chubb made up 0.07% of Avestar Capital's portfolio in Q3 2026, its #239 holding.
  • Avestar Capital first reported a position in Chubb in Q4 2017 and has held it in 21 quarters since.
  • Avestar Capital's Chubb position peaked at $1.17M in Q1 2026.
  • 1,635 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.