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BostonPremier Wealth’s Chubb CB Stock Holding History

BostonPremier Wealth’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 		$325K Sell
1,000
-223
-18% -$77K 0.13% 53
2026
Q2 		$417K Hold
1,223
– – 0.18% 47
2026
Q1 		$399K Hold
1,223
– – 0.21% 43
2025
Q4 		$382K Sell
1,223
-100
-8% -$29.2K 0.2% 44
2025
Q3 		$373K Hold
1,323
– – 0.19% 42
2025
Q2 		$383K Hold
1,323
– – 0.21% 36
2025
Q1 		$400K Buy
+1,323
New +$368K 0.25% 30

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Robeco Institutional Asset Management
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Cacti Asset Management
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Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BostonPremier Wealth's CB Position: Q3 2026 in Review

BostonPremier Wealth reduced its Chubb (CB) stake by 18% in Q3 2026, selling an estimated $77K and leaving 1,000 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #53.

BostonPremier Wealth first reported a position in CB in Q1 2025 and has held it in 7 quarters since. The position peaked at $417K in Q2 2026. 450 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • BostonPremier Wealth held 1,000 shares of Chubb worth $325K as of Q3 2026.
  • BostonPremier Wealth sold 223 Chubb shares in Q3 2026, an estimated $77K.
  • Chubb made up 0.13% of BostonPremier Wealth's portfolio in Q3 2026, its #53 holding.
  • BostonPremier Wealth first reported a position in Chubb in Q1 2025 and has held it in 7 quarters since.
  • BostonPremier Wealth's Chubb position peaked at $417K in Q2 2026.
  • 450 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.