Cove Private Wealth
CB icon

Cove Private Wealth’s Chubb CB Stock Holding History

Cove Private Wealth’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 		$1.34M Buy
4,121
+106
+3% +$36.6K 0.24% 72
2026
Q2 		$1.37M Buy
4,015
+1,079
+37% +$352K 0.26% 66
2026
Q1 		$957K Buy
2,936
+600
+26% +$192K 0.22% 84
2025
Q4 		$729K Hold
2,336
– – 0.22% 90
2025
Q3 		$659K Hold
2,336
– – 0.21% 91
2025
Q2 		$677K Buy
2,336
+1,203
+106% +$346K 0.24% 87
2025
Q1 		$342K Buy
1,133
+33
+3% +$9.17K 0.18% 103
2024
Q4 		$304K Hold
1,100
– – 0.18% 89
2024
Q3 		$317K Hold
1,100
– – 0.25% 67
2024
Q2 		$281K Hold
1,100
– – 0.22% 71
2024
Q1 		$285K Hold
1,100
– – 0.24% 68
2023
Q4 		$249K Buy
+1,100
New +$241K 0.24% 71

Other funds holding CB

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 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

Cove Private Wealth's CB Position: Q3 2026 in Review

Cove Private Wealth increased its Chubb (CB) stake by 2.6% in Q3 2026, buying an estimated $36.6K and bringing the position to 4,121 shares worth $1.34M. The position accounts for 0.24% of the portfolio, ranked #72.

Cove Private Wealth first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2026. 945 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Cove Private Wealth held 4,121 shares of Chubb worth $1.34M as of Q3 2026.
  • Cove Private Wealth bought 106 Chubb shares in Q3 2026, an estimated $36.6K.
  • Chubb made up 0.24% of Cove Private Wealth's portfolio in Q3 2026, its #72 holding.
  • Cove Private Wealth first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
  • Cove Private Wealth's Chubb position peaked at $1.37M in Q2 2026.
  • 945 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.