Cornerstone Advisory
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Cornerstone Advisory’s Chubb CB Stock Holding History

Cornerstone Advisory’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 		$493K Buy
1,517
+107
+8% +$36.9K 0.04% 166
2026
Q2 		$481K Buy
1,410
+54
+4% +$17.6K 0.04% 165
2026
Q1 		$442K Buy
1,356
+27
+2% +$8.66K 0.04% 165
2025
Q4 		$415K Buy
1,329
+46
+4% +$13.4K 0.04% 167
2025
Q3 		$362K Buy
1,283
+5
+0.4% +$1.38K 0.04% 174
2025
Q2 		$370K Buy
1,278
+25
+2% +$7.19K 0.04% 169
2025
Q1 		$362K Sell
1,253
-221
-15% -$61.4K 0.04% 168
2024
Q4 		$390K Buy
1,474
+187
+15% +$53.1K 0.04% 166
2024
Q3 		$371K Buy
1,287
+415
+48% +$114K 0.05% 158
2024
Q2 		$222K Sell
872
-164
-16% -$42.1K 0.03% 198
2024
Q1 		$268K Buy
1,036
+34
+3% +$8.36K 0.04% 197
2023
Q4 		$226K Buy
1,002
+21
+2% +$4.59K 0.04% 207
2023
Q3 		$204K Buy
+981
New +$198K 0.04% 206
2022
Q1 		– Sell
-582
Closed -$113K – 290
2021
Q4 		$113K Buy
+582
New +$109K 0.02% 318

Other funds holding CB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Cornerstone Advisory's CB Position: Q3 2026 in Review

Cornerstone Advisory increased its Chubb (CB) stake by 7.6% in Q3 2026, buying an estimated $36.9K and bringing the position to 1,517 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #166.

Cornerstone Advisory first reported a position in CB in Q4 2021 and has held it in 14 quarters since. 1,247 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Cornerstone Advisory held 1,517 shares of Chubb worth $493K as of Q3 2026.
  • Cornerstone Advisory bought 107 Chubb shares in Q3 2026, an estimated $36.9K.
  • Chubb made up 0.04% of Cornerstone Advisory's portfolio in Q3 2026, its #166 holding.
  • Cornerstone Advisory first reported a position in Chubb in Q4 2021 and has held it in 14 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.