Crown Wealth Group’s Chubb CB Stock Holding History

Crown Wealth 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	$260K	Sell	800 -55	-6%	-$19K	0.06%	115
2026 Q2	$291K	Buy	855 +9	+1%	+$2.94K	0.07%	116
2026 Q1	$276K	Buy	846 +38	+5%	+$12.2K	0.08%	105
2025 Q4	$252K	Buy	808 +52	+7%	+$15.2K	0.07%	113
2025 Q3	$213K	Buy	756 +17	+2%	+$4.68K	0.06%	117
2025 Q2	$214K	Sell	739 -56	-7%	-$16.1K	0.08%	109
2025 Q1	$240K	Sell	795 -15	-2%	-$4.17K	0.12%	88
2024 Q4	$224K	Sell	810 -2	-0.2%	-$568	0.09%	102
2024 Q3	$234K	Sell	812 -517	-39%	-$142K	0.1%	99
2024 Q2	$339K	Buy	1,329 +460	+53%	+$118K	0.17%	69
2024 Q1	$225K	Buy	+869	New	+$214K	0.12%	96

Other funds holding CB

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Crown Wealth Group's CB Position: Q3 2026 in Review

Crown Wealth Group reduced its Chubb (CB) stake by 6.4% in Q3 2026, selling an estimated $19K and leaving 800 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #115.

Crown Wealth Group first reported a position in CB in Q1 2024 and has held it in 11 quarters since. The position peaked at $339K in Q2 2024. 1,012 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Crown Wealth Group held 800 shares of Chubb worth $260K as of Q3 2026.
Crown Wealth Group sold 55 Chubb shares in Q3 2026, an estimated $19K.
Chubb made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #115 holding.
Crown Wealth Group first reported a position in Chubb in Q1 2024 and has held it in 11 quarters since.
Crown Wealth Group's Chubb position peaked at $339K in Q2 2024.
1,012 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.