Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Chubb CB Stock Holding History

Badgley Phelps Wealth Managers’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 		$24.7M Sell
75,834
-249
-0.3% -$86K 0.43% 61
2026
Q2 		$26M Buy
76,083
+788
+1% +$257K 0.46% 58
2026
Q1 		$24.6M Sell
75,295
-944
-1% -$303K 0.49% 56
2025
Q4 		$23.9M Buy
76,239
+1,301
+2% +$380K 0.44% 58
2025
Q3 		$21.2M Buy
74,938
+447
+0.6% +$123K 0.45% 59
2025
Q2 		$21.7M Buy
74,491
+533
+0.7% +$153K 0.48% 54
2025
Q1 		$22.4M Sell
73,958
-333
-0.4% -$92.5K 0.54% 48
2024
Q4 		$20.6M Buy
74,291
+57
+0.1% +$16.2K 0.48% 58
2024
Q3 		$21.5M Buy
74,234
+674
+0.9% +$185K 0.5% 58
2024
Q2 		$18.8M Buy
73,560
+383
+0.5% +$98.4K 0.47% 65
2024
Q1 		$19M Buy
73,177
+1,104
+2% +$271K 0.48% 69
2023
Q4 		$16.3M Buy
72,073
+639
+0.9% +$140K 0.45% 70
2023
Q3 		$14.9M Buy
71,434
+1,659
+2% +$335K 0.51% 67
2023
Q2 		$13.4M Buy
69,775
+433
+0.6% +$84.8K 0.44% 74
2023
Q1 		$13.5M Buy
+69,342
New +$14.6M 0.5% 70

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Badgley Phelps Wealth Managers's CB Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Chubb (CB) stake by 0.33% in Q3 2026, selling an estimated $86K and leaving 75,834 shares worth $24.7M. The position accounts for 0.43% of the portfolio, ranked #61.

Badgley Phelps Wealth Managers first reported a position in CB in Q1 2023 and has held it in 15 quarters since. The position peaked at $26M in Q2 2026. 1,320 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Badgley Phelps Wealth Managers held 75,834 shares of Chubb worth $24.7M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 249 Chubb shares in Q3 2026, an estimated $86K.
  • Chubb made up 0.43% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #61 holding.
  • Badgley Phelps Wealth Managers first reported a position in Chubb in Q1 2023 and has held it in 15 quarters since.
  • Badgley Phelps Wealth Managers's Chubb position peaked at $26M in Q2 2026.
  • 1,320 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.