Baker Tilly Wealth Management’s Chubb CB Stock Holding History

Baker Tilly 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	$235K	Buy	722 +34	+5%	+$11.7K	0.05%	262
2026 Q2	$234K	Buy	688 +13	+2%	+$4.24K	0.05%	256
2026 Q1	$220K	Sell	675 -1	-0.1%	-$321	0.05%	263
2025 Q4	$211K	Buy	+676	New	+$198K	0.05%	274
2023 Q3	–	Sell	-1,062	Closed	-$204K	–	475
2023 Q2	$204K	Sell	1,062 -139	-12%	-$27.2K	0.02%	522
2023 Q1	$233K	Buy	1,201 +50	+4%	+$10.5K	0.03%	494
2022 Q4	$254K	Buy	+1,151	New	+$239K	0.03%	467
2022 Q2	–	Sell	-947	Closed	-$203K	–	499
2022 Q1	$203K	Sell	947 -1,956	-67%	-$397K	0.02%	494
2021 Q4	$561K	Buy	2,903 +36	+1%	+$6.76K	0.06%	327
2021 Q3	$497K	Buy	2,867 +158	+6%	+$27.7K	0.07%	315
2021 Q2	$431K	Sell	2,709 -684	-20%	-$113K	0.07%	311
2021 Q1	$536K	Buy	+3,393	New	+$547K	0.11%	228

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Baker Tilly Wealth Management's CB Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Chubb (CB) stake by 4.9% in Q3 2026, buying an estimated $11.7K and bringing the position to 722 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #262.

Baker Tilly Wealth Management first reported a position in CB in Q1 2021 and has held it in 12 quarters since. The position peaked at $561K in Q4 2021. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Baker Tilly Wealth Management held 722 shares of Chubb worth $235K as of Q3 2026.
Baker Tilly Wealth Management bought 34 Chubb shares in Q3 2026, an estimated $11.7K.
Chubb made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #262 holding.
Baker Tilly Wealth Management first reported a position in Chubb in Q1 2021 and has held it in 12 quarters since.
Baker Tilly Wealth Management's Chubb position peaked at $561K in Q4 2021.
103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.