Baron Wealth Management
CB icon

Baron Wealth Management’s Chubb CB Stock Holding History

Baron 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 		$668K Buy
2,053
+9
+0.4% +$3.11K 0.17% 83
2026
Q2 		$697K Buy
2,044
+2
+0.1% +$652 0.18% 79
2026
Q1 		$666K Buy
2,042
+5
+0.2% +$1.6K 0.2% 70
2025
Q4 		$636K Buy
2,037
+96
+5% +$28.1K 0.2% 72
2025
Q3 		$548K Sell
1,941
-178
-8% -$49K 0.18% 78
2025
Q2 		$614K Buy
2,119
+52
+3% +$15K 0.22% 65
2025
Q1 		$624K Buy
2,067
+184
+10% +$51.1K 0.27% 54
2024
Q4 		$520K Sell
1,883
-58
-3% -$16.5K 0.24% 60
2024
Q3 		$560K Buy
1,941
+235
+14% +$64.4K 0.27% 57
2024
Q2 		$435K Sell
1,706
-16
-0.9% -$4.11K 0.23% 69
2024
Q1 		$446K Buy
1,722
+127
+8% +$31.2K 0.24% 66
2023
Q4 		$360K Buy
1,595
+22
+1% +$4.81K 0.2% 79
2023
Q3 		$327K Buy
1,573
+28
+2% +$5.66K 0.21% 83
2023
Q2 		$298K Buy
1,545
+27
+2% +$5.29K 0.19% 97
2023
Q1 		$295K Buy
1,518
+44
+3% +$9.25K 0.21% 87
2022
Q4 		$325K Buy
+1,474
New +$307K 0.25% 71

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

Baron Wealth Management's CB Position: Q3 2026 in Review

Baron Wealth Management increased its Chubb (CB) stake by 0.44% in Q3 2026, buying an estimated $3.11K and bringing the position to 2,053 shares worth $668K. The position accounts for 0.17% of the portfolio, ranked #83.

Baron Wealth Management first reported a position in CB in Q4 2022 and has held it in 16 quarters since. The position peaked at $697K in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Baron Wealth Management held 2,053 shares of Chubb worth $668K as of Q3 2026.
  • Baron Wealth Management bought 9 Chubb shares in Q3 2026, an estimated $3.11K.
  • Chubb made up 0.17% of Baron Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Baron Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Chubb position peaked at $697K in Q2 2026.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.