Blake Schutter Theil Wealth Advisors’s Chubb CB Stock Holding History

Blake Schutter Theil Wealth 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	$677K	Sell	2,082 -124	-6%	-$42.8K	0.47%	51
2026 Q2	$752K	Hold	2,206	–	–	0.51%	45
2026 Q1	$719K	Buy	2,206 +11	+0.5%	+$3.53K	0.59%	41
2025 Q4	$685K	Buy	2,195 +6	+0.3%	+$1.75K	0.56%	42
2025 Q3	$618K	Hold	2,189	–	–	0.61%	45
2025 Q2	$634K	Hold	2,189	–	–	0.72%	42
2025 Q1	$661K	Sell	2,189 -133	-6%	-$37K	0.75%	37
2024 Q4	$642K	Buy	2,322 +5	+0.2%	+$1.42K	0.68%	34
2024 Q3	$668K	Buy	+2,317	New	+$635K	0.48%	59

Other funds holding CB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's CB Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Chubb (CB) stake by 5.6% in Q3 2026, selling an estimated $42.8K and leaving 2,082 shares worth $677K. The position accounts for 0.47% of the portfolio, ranked #51.

Blake Schutter Theil Wealth Advisors first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $752K in Q2 2026. 1,142 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 2,082 shares of Chubb worth $677K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 124 Chubb shares in Q3 2026, an estimated $42.8K.
Chubb made up 0.47% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #51 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Chubb position peaked at $752K in Q2 2026.
1,142 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.