Challenger Wealth Management’s Chubb CB Stock Holding History

Challenger Wealth 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	$247K	Buy	760 +2	+0.3%	+$690	0.18%	58
2026 Q2	$258K	Buy	758 +2	+0.3%	+$652	0.19%	58
2026 Q1	$246K	Sell	756 -67	-8%	-$21.5K	0.2%	58
2025 Q4	$257K	Sell	823 -2	-0.2%	-$585	0.2%	56
2025 Q3	$233K	Sell	825 -1,090	-57%	-$300K	0.18%	61
2025 Q2	$555K	Buy	1,915 +102	+6%	+$29.4K	0.38%	44
2025 Q1	$547K	Sell	1,813 -139	-7%	-$38.6K	0.43%	44
2024 Q4	$539K	Buy	+1,952	New	+$554K	0.46%	45

Other funds holding CB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Challenger Wealth Management's CB Position: Q3 2026 in Review

Challenger Wealth Management increased its Chubb (CB) stake by 0.26% in Q3 2026, buying an estimated $690 and bringing the position to 760 shares worth $247K. The position accounts for 0.18% of the portfolio, ranked #58.

Challenger Wealth Management first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $555K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Challenger Wealth Management held 760 shares of Chubb worth $247K as of Q3 2026.
Challenger Wealth Management bought 2 Chubb shares in Q3 2026, an estimated $690.
Chubb made up 0.18% of Challenger Wealth Management's portfolio in Q3 2026, its #58 holding.
Challenger Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Chubb position peaked at $555K in Q2 2025.
1,290 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.