CoreCap Advisors
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CoreCap Advisors’s Chubb CB Stock Holding History

CoreCap Advisors’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 		$228K Buy
699
+14
+2% +$4.83K 0.01% 802
2026
Q2 		$234K Sell
685
-42
-6% -$13.7K 0.01% 810
2026
Q1 		$237K Buy
727
+6
+0.8% +$1.92K 0.01% 749
2025
Q4 		$225K Buy
721
+18
+3% +$5.26K 0.01% 756
2025
Q3 		$199K Sell
703
-33
-4% -$9.08K 0.01% 802
2025
Q2 		$213K Sell
736
-238
-24% -$68.5K 0.01% 720
2025
Q1 		$294K Buy
974
+81
+9% +$22.5K 0.01% 594
2024
Q4 		$247K Sell
893
-113
-11% -$32.1K 0.01% 649
2024
Q3 		$290K Buy
1,006
+113
+13% +$31K 0.01% 584
2024
Q2 		$228K Buy
893
+78
+10% +$20K 0.02% 343
2024
Q1 		$211K Buy
+815
New +$200K 0.01% 613
2022
Q4 		$561K Buy
+2,544
New +$529K 0.04% 329
2022
Q3 		– Sell
-1,013
Closed -$199K – 760
2022
Q2 		$199K Sell
1,013
-53
-5% -$10.9K 0.02% 513
2022
Q1 		$228K Buy
1,066
+226
+27% +$45.9K 0.02% 474
2021
Q4 		$162K Buy
+840
New +$158K 0.01% 588

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

CoreCap Advisors's CB Position: Q3 2026 in Review

CoreCap Advisors increased its Chubb (CB) stake by 2% in Q3 2026, buying an estimated $4.83K and bringing the position to 699 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #802.

CoreCap Advisors first reported a position in CB in Q4 2021 and has held it in 15 quarters since. The position peaked at $561K in Q4 2022. 558 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • CoreCap Advisors held 699 shares of Chubb worth $228K as of Q3 2026.
  • CoreCap Advisors bought 14 Chubb shares in Q3 2026, an estimated $4.83K.
  • Chubb made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #802 holding.
  • CoreCap Advisors first reported a position in Chubb in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Chubb position peaked at $561K in Q4 2022.
  • 558 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.