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Cetera Trust Company’s Chubb CB Stock Holding History

Cetera Trust Company’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
Q1 		$668K Hold
2,050
– – 0.38% 58
2025
Q4 		$640K Hold
2,050
– – 0.34% 58
2025
Q3 		$579K Hold
2,050
– – 0.32% 62
2025
Q2 		$594K Buy
2,050
+40
+2% +$11.5K 0.35% 58
2025
Q1 		$607K Hold
2,010
– – 0.39% 55
2024
Q4 		$555K Sell
2,010
-20
-1% -$5.68K 0.36% 55
2024
Q3 		$585K Hold
2,030
– – 0.36% 60
2024
Q2 		$518K Hold
2,030
– – 0.33% 59
2024
Q1 		$526K Sell
2,030
-100
-5% -$24.6K 0.32% 60
2023
Q4 		$481K Buy
+2,130
New +$466K 0.3% 59

Other funds holding CB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cetera Trust Company's CB Position: Q1 2026 in Review

Cetera Trust Company held its Chubb (CB) position steady in Q1 2026 at 2,050 shares worth $668K. The position accounts for 0.38% of the portfolio, ranked #58.

Cetera Trust Company first reported a position in CB in Q4 2023 and has held it in 10 quarters since. 2,106 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Cetera Trust Company held 2,050 shares of Chubb worth $668K as of Q1 2026.
  • Cetera Trust Company left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.38% of Cetera Trust Company's portfolio in Q1 2026, its #58 holding.
  • Cetera Trust Company first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.