Benedict Financial Advisors
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Benedict Financial Advisors’s Chubb CB Stock Holding History

Benedict Financial Advisors’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 		$7.42M Sell
22,806
-169
-0.7% -$58.3K 1.47% 16
2026
Q2 		$7.83M Sell
22,975
-1,099
-5% -$358K 1.52% 13
2026
Q1 		$7.85M Buy
24,074
+827
+4% +$265K 1.63% 15
2025
Q4 		$7.26M Buy
23,247
+158
+0.7% +$46.2K 1.53% 18
2025
Q3 		$6.52M Buy
+23,089
New +$6.35M 1.41% 20
2025
Q2 		– Sell
-23,028
Closed -$6.95M – 126
2025
Q1 		$6.95M Buy
23,028
+254
+1% +$70.6K 1.61% 16
2024
Q4 		$6.29M Sell
22,774
-68
-0.3% -$19.3K 1.53% 18
2024
Q3 		$6.59M Sell
22,842
-73
-0.3% -$20K 1.56% 17
2024
Q2 		$5.85M Sell
22,915
-220
-1% -$56.5K 1.48% 17
2024
Q1 		$5.99M Sell
23,135
-44
-0.2% -$10.8K 1.52% 17
2023
Q4 		$5.24M Buy
23,179
+120
+0.5% +$26.2K 1.43% 19
2023
Q3 		$4.8M Buy
23,059
+274
+1% +$55.4K 1.39% 22
2023
Q2 		$4.39M Buy
22,785
+314
+1% +$61.5K 1.21% 26
2023
Q1 		$4.36M Buy
22,471
+111
+0.5% +$23.3K 1.23% 29
2022
Q4 		$4.93M Sell
22,360
-99
-0.4% -$20.6K 1.46% 24
2022
Q3 		$4.08M Buy
22,459
+215
+1% +$40.8K 1.31% 27
2022
Q2 		$4.37M Buy
22,244
+134
+0.6% +$27.6K 1.29% 28
2022
Q1 		$4.73M Buy
22,110
+28
+0.1% +$5.69K 1.26% 26
2021
Q4 		$4.27M Buy
22,082
+64
+0.3% +$12K 1.11% 29
2021
Q3 		$3.82M Buy
+22,018
New +$3.86M 1.07% 32

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Benedict Financial Advisors's CB Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Chubb (CB) stake by 0.74% in Q3 2026, selling an estimated $58.3K and leaving 22,806 shares worth $7.42M. The position accounts for 1.47% of the portfolio, ranked #16.

Benedict Financial Advisors first reported a position in CB in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.85M in Q1 2026. 1,469 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Benedict Financial Advisors held 22,806 shares of Chubb worth $7.42M as of Q3 2026.
  • Benedict Financial Advisors sold 169 Chubb shares in Q3 2026, an estimated $58.3K.
  • Chubb made up 1.47% of Benedict Financial Advisors's portfolio in Q3 2026, its #16 holding.
  • Benedict Financial Advisors first reported a position in Chubb in Q3 2021 and has held it in 20 quarters since.
  • Benedict Financial Advisors's Chubb position peaked at $7.85M in Q1 2026.
  • 1,469 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.