Cooper Financial Group
CB icon

Cooper Financial Group’s Chubb CB Stock Holding History

Cooper Financial Group’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 		$261K Buy
804
+88
+12% +$30.4K 0.02% 378
2026
Q2 		$244K Buy
716
+40
+6% +$13K 0.02% 388
2026
Q1 		$220K Buy
+676
New +$217K 0.02% 392

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cooper Financial Group's CB Position: Q3 2026 in Review

Cooper Financial Group increased its Chubb (CB) stake by 12% in Q3 2026, buying an estimated $30.4K and bringing the position to 804 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #378.

Cooper Financial Group first reported a position in CB in Q1 2026 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Cooper Financial Group held 804 shares of Chubb worth $261K as of Q3 2026.
  • Cooper Financial Group bought 88 Chubb shares in Q3 2026, an estimated $30.4K.
  • Chubb made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #378 holding.
  • Cooper Financial Group first reported a position in Chubb in Q1 2026 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.