Birchbrook
CB icon

Birchbrook’s Chubb CB Stock Holding History

Birchbrook’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 		$134K Hold
413
– – 0.06% 95
2026
Q2 		$141K Hold
413
– – 0.07% 96
2026
Q1 		$135K Hold
413
– – 0.07% 93
2025
Q4 		$129K Hold
413
– – 0.06% 92
2025
Q3 		$117K Hold
413
– – 0.06% 97
2025
Q2 		$120K Hold
413
– – 0.06% 97
2025
Q1 		$125K Hold
413
– – 0.07% 88
2024
Q4 		$114K Hold
413
– – 0.06% 90
2024
Q3 		$119K Hold
413
– – 0.07% 88
2024
Q2 		$105K Sell
413
-50
-11% -$12.8K 0.06% 92
2024
Q1 		$120K Hold
463
– – 0.07% 86
2023
Q4 		$105K Buy
+463
New +$101K 0.07% 91

Other funds holding CB

Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Birchbrook's CB Position: Q3 2026 in Review

Birchbrook held its Chubb (CB) position steady in Q3 2026 at 413 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #95.

Birchbrook first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $141K in Q2 2026. 876 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Birchbrook held 413 shares of Chubb worth $134K as of Q3 2026.
  • Birchbrook left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.06% of Birchbrook's portfolio in Q3 2026, its #95 holding.
  • Birchbrook first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Chubb position peaked at $141K in Q2 2026.
  • 876 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.