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Burkett Financial Services’s Chubb CB Stock Holding History

Burkett Financial Services’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 		$3.98K Hold
12
– – ﹤0.01% 332
2026
Q2 		$4.16K Hold
12
– – ﹤0.01% 211
2026
Q1 		$3.96K Hold
12
– – ﹤0.01% 196
2025
Q4 		$3.78K Hold
12
– – ﹤0.01% 186
2025
Q3 		$3.41K Hold
12
– – ﹤0.01% 186
2025
Q2 		$3.49K Hold
12
– – ﹤0.01% 178
2025
Q1 		$3.62K Hold
12
– – ﹤0.01% 200
2024
Q4 		$3.32K Hold
12
– – ﹤0.01% 176
2024
Q3 		$3.46K Buy
+12
New +$3.29K ﹤0.01% 168

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

Burkett Financial Services's CB Position: Q3 2026 in Review

Burkett Financial Services held its Chubb (CB) position steady in Q3 2026 at 12 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Burkett Financial Services first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.16K in Q2 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Burkett Financial Services held 12 shares of Chubb worth $3.98K as of Q3 2026.
  • Burkett Financial Services left its Chubb share count unchanged in Q3 2026.
  • Chubb made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #332 holding.
  • Burkett Financial Services first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
  • Burkett Financial Services's Chubb position peaked at $4.16K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.