AWE
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Avidian Wealth Enterprises’s Chubb CB Stock Holding History

Avidian Wealth Enterprises’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 		$757K Buy
2,326
+260
+13% +$89.8K 0.02% 389
2026
Q2 		$704K Buy
2,066
+209
+11% +$68.2K 0.02% 403
2026
Q1 		$605K Buy
1,857
+148
+9% +$47.5K 0.02% 399
2025
Q4 		$534K Sell
1,709
-31
-2% -$9.06K 0.02% 358
2025
Q3 		$491K Buy
1,740
+7
+0.4% +$1.93K 0.02% 370
2025
Q2 		$502K Buy
1,733
+85
+5% +$24.5K 0.02% 333
2025
Q1 		$498K Buy
1,648
+106
+7% +$29.5K 0.02% 309
2024
Q4 		$426K Buy
1,542
+23
+2% +$6.53K 0.02% 327
2024
Q3 		$438K Sell
1,519
-9
-0.6% -$2.47K 0.02% 319
2024
Q2 		$390K Buy
1,528
+352
+30% +$90.4K 0.02% 335
2024
Q1 		$305K Buy
1,176
+268
+30% +$65.9K 0.01% 358
2023
Q4 		$205K Buy
+908
New +$199K 0.01% 401
2023
Q2 		– Sell
-1,299
Closed -$252K – 420
2023
Q1 		$252K Buy
1,299
+3
+0.2% +$630 0.01% 417
2022
Q4 		$286K Buy
1,296
+5
+0.4% +$1.04K 0.02% 367
2022
Q3 		$235K Buy
1,291
+4
+0.3% +$760 0.02% 369
2022
Q2 		$253K Sell
1,287
-90
-7% -$18.5K 0.02% 383
2022
Q1 		$295K Buy
1,377
+262
+23% +$53.2K 0.02% 389
2021
Q4 		$215K Buy
+1,115
New +$209K 0.01% 482

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Avidian Wealth Enterprises's CB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Chubb (CB) stake by 13% in Q3 2026, buying an estimated $89.8K and bringing the position to 2,326 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #389.

Avidian Wealth Enterprises first reported a position in CB in Q4 2021 and has held it in 18 quarters since. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Avidian Wealth Enterprises held 2,326 shares of Chubb worth $757K as of Q3 2026.
  • Avidian Wealth Enterprises bought 260 Chubb shares in Q3 2026, an estimated $89.8K.
  • Chubb made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #389 holding.
  • Avidian Wealth Enterprises first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.