Central Valley Advisors’s Chubb CB Stock Holding History

Central Valley 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	$1.12M	Sell	3,444 -202	-6%	-$69.7K	0.3%	69
2026 Q2	$1.24M	Sell	3,646 -510	-12%	-$166K	0.32%	65
2026 Q1	$1.36M	Sell	4,156 -3,350	-45%	-$1.07M	0.37%	64
2025 Q4	$2.34M	Sell	7,506 -309	-4%	-$90.4K	0.7%	42
2025 Q3	$2.21M	Sell	7,815 -13	-0.2%	-$3.58K	0.68%	40
2025 Q2	$2.27M	Sell	7,828 -78	-1%	-$22.4K	0.77%	36
2025 Q1	$2.39M	Sell	7,906 -124	-2%	-$34.5K	0.9%	31
2024 Q4	$2.22M	Buy	8,030 +410	+5%	+$116K	1.01%	24
2024 Q3	$2.2M	Buy	7,620 +283	+4%	+$77.6K	1.24%	19
2024 Q2	$1.87M	Sell	7,337 -1	-0%	-$257	0.8%	31
2024 Q1	$1.9M	Buy	7,338 +415	+6%	+$102K	0.98%	25
2023 Q4	$1.56M	Buy	+6,923	New	+$1.51M	0.92%	28

Other funds holding CB

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Central Valley Advisors's CB Position: Q3 2026 in Review

Central Valley Advisors reduced its Chubb (CB) stake by 5.5% in Q3 2026, selling an estimated $69.7K and leaving 3,444 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #69.

Central Valley Advisors first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.39M in Q1 2025. 926 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Central Valley Advisors held 3,444 shares of Chubb worth $1.12M as of Q3 2026.
Central Valley Advisors sold 202 Chubb shares in Q3 2026, an estimated $69.7K.
Chubb made up 0.3% of Central Valley Advisors's portfolio in Q3 2026, its #69 holding.
Central Valley Advisors first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Chubb position peaked at $2.39M in Q1 2025.
926 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.