Clark Asset Management
CB icon

Clark Asset Management’s Chubb CB Stock Holding History

Clark Asset 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 		$251K Sell
772
-8
-1% -$2.76K 0.02% 241
2026
Q2 		$266K Buy
780
+107
+16% +$34.9K 0.02% 234
2026
Q1 		$219K Buy
+673
New +$216K 0.02% 245

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Clark Asset Management's CB Position: Q3 2026 in Review

Clark Asset Management reduced its Chubb (CB) stake by 1% in Q3 2026, selling an estimated $2.76K and leaving 772 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #241.

Clark Asset Management first reported a position in CB in Q1 2026 and has held it in 3 quarters since. The position peaked at $266K in Q2 2026. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Clark Asset Management held 772 shares of Chubb worth $251K as of Q3 2026.
  • Clark Asset Management sold 8 Chubb shares in Q3 2026, an estimated $2.76K.
  • Chubb made up 0.02% of Clark Asset Management's portfolio in Q3 2026, its #241 holding.
  • Clark Asset Management first reported a position in Chubb in Q1 2026 and has held it in 3 quarters since.
  • Clark Asset Management's Chubb position peaked at $266K in Q2 2026.
  • 1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.