Box Hill Private Wealth’s Chubb CB Stock Holding History

Box Hill Private 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	$248K	Sell	762 -52	-6%	-$18K	0.18%	64
2026 Q2	$277K	Sell	814 -45	-5%	-$14.7K	0.22%	60
2026 Q1	$280K	Buy	859 +3	+0.4%	+$963	0.28%	50
2025 Q4	$267K	Buy	+856	New	+$250K	0.27%	49

Other funds holding CB

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Box Hill Private Wealth's CB Position: Q3 2026 in Review

Box Hill Private Wealth reduced its Chubb (CB) stake by 6.4% in Q3 2026, selling an estimated $18K and leaving 762 shares worth $248K. The position accounts for 0.18% of the portfolio, ranked #64.

Box Hill Private Wealth first reported a position in CB in Q4 2025 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Box Hill Private Wealth held 762 shares of Chubb worth $248K as of Q3 2026.
Box Hill Private Wealth sold 52 Chubb shares in Q3 2026, an estimated $18K.
Chubb made up 0.18% of Box Hill Private Wealth's portfolio in Q3 2026, its #64 holding.
Box Hill Private Wealth first reported a position in Chubb in Q4 2025 and has held it in 4 quarters since.
Box Hill Private Wealth's Chubb position peaked at $280K in Q1 2026.
103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.