Brookstone Capital Management
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Brookstone Capital Management’s Chubb CB Stock Holding History

Brookstone Capital Management’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 		$1.43M Sell
4,399
-230
-5% -$79.4K 0.01% 600
2026
Q2 		$1.58M Buy
4,629
+64
+1% +$20.9K 0.02% 559
2026
Q1 		$1.49M Buy
4,565
+28
+0.6% +$8.98K 0.02% 527
2025
Q4 		$1.42M Sell
4,537
-53
-1% -$15.5K 0.02% 537
2025
Q3 		$1.3M Buy
4,590
+2,430
+113% +$669K 0.02% 543
2025
Q2 		$626K Buy
2,160
+815
+61% +$235K 0.01% 693
2025
Q1 		$406K Sell
1,345
-7
-0.5% -$1.94K 0.01% 763
2024
Q4 		$373K Buy
1,352
+91
+7% +$25.8K 0.01% 772
2024
Q3 		$364K Buy
1,261
+252
+25% +$69.1K 0.01% 774
2024
Q2 		$270K Buy
1,009
+152
+18% +$39K ﹤0.01% 825
2024
Q1 		$222K Sell
857
-57
-6% -$14K ﹤0.01% 852
2023
Q4 		$207K Buy
+914
New +$200K ﹤0.01% 822
2022
Q3 		– Sell
-6,621
Closed -$1.28M – 785
2022
Q2 		$1.28M Buy
6,621
+4,856
+275% +$1M 0.03% 361
2022
Q1 		$380K Buy
+1,765
New +$359K 0.01% 610
2015
Q4 		– Sell
-135
Closed -$14K – 254
2015
Q3 		$14K Hold
135
– – ﹤0.01% 947
2015
Q2 		$14K Buy
+135
New +$14.5K ﹤0.01% 1031

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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Brookstone Capital Management's CB Position: Q3 2026 in Review

Brookstone Capital Management reduced its Chubb (CB) stake by 5% in Q3 2026, selling an estimated $79.4K and leaving 4,399 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #600.

Brookstone Capital Management first reported a position in CB in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.58M in Q2 2026. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Brookstone Capital Management held 4,399 shares of Chubb worth $1.43M as of Q3 2026.
  • Brookstone Capital Management sold 230 Chubb shares in Q3 2026, an estimated $79.4K.
  • Chubb made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #600 holding.
  • Brookstone Capital Management first reported a position in Chubb in Q2 2015 and has held it in 16 quarters since.
  • Brookstone Capital Management's Chubb position peaked at $1.58M in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.