Cerity Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$138M Buy
423,812
+13,364
+3% +$4.29M 0.2% 105
2025
Q4
$128M Buy
410,448
+63,790
+18% +$18.7M 0.19% 107
2025
Q3
$97.8M Buy
346,658
+31,028
+10% +$8.54M 0.16% 132
2025
Q2
$91.4M Buy
315,630
+29,742
+10% +$8.56M 0.16% 131
2025
Q1
$86.3M Buy
285,888
+25,936
+10% +$7.21M 0.17% 124
2024
Q4
$72.7M Sell
259,952
-35,129
-12% -$9.98M 0.16% 138
2024
Q3
$85.1M Buy
295,081
+80,513
+38% +$22.1M 0.19% 115
2024
Q2
$54.7M Sell
214,568
-28,005
-12% -$7.19M 0.14% 148
2024
Q1
$62.9M Buy
242,573
+72,873
+43% +$17.9M 0.17% 132
2023
Q4
$38.4M Buy
169,700
+70,662
+71% +$15.5M 0.13% 159
2023
Q3
$20.6M Sell
99,038
-43,334
-30% -$8.76M 0.1% 185
2023
Q2
$27.4M Buy
142,372
+5,292
+4% +$1.04M 0.11% 185
2023
Q1
$27.6M Sell
137,080
-613
-0.4% -$129K 0.07% 200
2022
Q4
$30.7M Buy
137,693
+44,329
+47% +$9.22M 0.2% 115
2022
Q3
$17M Sell
93,364
-118
-0.1% -$22.4K 0.2% 99
2022
Q2
$18.4M Buy
93,482
+31,318
+50% +$6.45M 0.2% 105
2022
Q1
$13.3M Buy
62,164
+4,771
+8% +$970K 0.21% 97
2021
Q4
$11.1M Buy
57,393
+4,321
+8% +$812K 0.17% 113
2021
Q3
$9.21M Buy
53,072
+1,079
+2% +$189K 0.2% 105
2021
Q2
$8.26M Sell
51,993
-57,253
-52% -$9.49M 0.18% 112
2021
Q1
$17.3M Buy
109,246
+60,496
+124% +$9.75M 0.41% 54
2020
Q4
$7.5M Buy
48,750
+3,557
+8% +$499K 0.24% 94
2020
Q3
$5.25M Buy
45,193
+32,639
+260% +$4.1M 0.22% 91
2020
Q2
$1.59M Sell
12,554
-321
-2% -$37.2K 0.09% 152
2020
Q1
$1.44M Buy
12,875
+7,522
+141% +$1.08M 0.09% 156
2019
Q4
$833K Sell
5,353
-12,199
-70% -$1.87M 0.04% 263
2019
Q3
$2.83M Buy
17,552
+8,325
+90% +$1.29M 0.17% 130
2019
Q2
$1.36M Sell
9,227
-16,186
-64% -$2.34M 0.09% 195
2019
Q1
$3.56M Sell
25,413
-8,759
-26% -$1.17M 0.24% 88
2018
Q4
$4.41M Buy
34,172
+353
+1% +$45.6K 0.3% 76
2018
Q3
$4.52M Sell
33,819
-320
-0.9% -$43.3K 0.31% 79
2018
Q2
$4.34M Buy
34,139
+479
+1% +$63.6K 0.32% 77
2018
Q1
$4.6M Sell
33,660
-3,863
-10% -$559K 0.35% 69
2017
Q4
$5.48M Sell
37,523
-13
-0% -$1.94K 0.37% 56
2017
Q3
$5.35M Buy
+37,536
New +$5.43M 0.38% 54
2017
Q2
Sell
-32,221
Closed -$4.39M 350
2017
Q1
$4.39M Buy
+32,221
New +$4.33M 0.37% 51

Other funds holding CB

Cerity Partners's CB Position: Q1 2026 in Review

Cerity Partners increased its Chubb (CB) stake by 3.3% in Q1 2026, buying an estimated $4.29M and bringing the position to 423,812 shares worth $138M. The position accounts for 0.2% of the portfolio, ranked #105.

Cerity Partners first reported a position in CB in Q1 2017 and has held it in 36 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cerity Partners held 423,812 shares of Chubb worth $138M as of Q1 2026.
  • Cerity Partners bought 13,364 Chubb shares in Q1 2026, an estimated $4.29M.
  • Chubb made up 0.2% of Cerity Partners's portfolio in Q1 2026, its #105 holding.
  • Cerity Partners first reported a position in Chubb in Q1 2017 and has held it in 36 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.