CI
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CX Institutional’s Chubb CB Stock Holding History

CX Institutional’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 		$11.5M Buy
35,220
+1,120
+3% +$387K 0.31% 77
2026
Q2 		$11.6M Buy
34,100
+1,271
+4% +$415K 0.34% 66
2026
Q1 		$10.7M Sell
32,829
-1,112
-3% -$357K 0.33% 64
2025
Q4 		$10.6M Buy
33,941
+2,010
+6% +$588K 0.32% 70
2025
Q3 		$9.01M Buy
31,931
+11,129
+53% +$3.06M 0.27% 83
2025
Q2 		$6.03M Buy
20,802
+17,435
+518% +$5.02M 0.21% 119
2025
Q1 		$1.02M Buy
3,367
+488
+17% +$136K 0.04% 265
2024
Q4 		$796K Buy
2,879
+152
+6% +$43.2K 0.03% 285
2024
Q3 		$787K Buy
2,727
+137
+5% +$37.6K 0.03% 316
2024
Q2 		$661K Sell
2,590
-40
-2% -$10.3K 0.03% 337
2024
Q1 		$682K Sell
2,630
-4
-0.2% -$983 0.03% 329
2023
Q4 		$595K Sell
2,634
-19
-0.7% -$4.16K 0.03% 310
2023
Q3 		$552K Buy
2,653
+82
+3% +$16.6K 0.03% 321
2023
Q2 		$495K Buy
2,571
+594
+30% +$116K 0.03% 349
2023
Q1 		$388K Sell
1,977
-628
-24% -$132K 0.02% 374
2022
Q4 		$575K Buy
2,605
+707
+37% +$147K 0.03% 352
2022
Q3 		$345K Buy
1,898
+608
+47% +$115K 0.02% 377
2022
Q2 		$254K Sell
1,290
-176
-12% -$36.3K 0.02% 401
2022
Q1 		$314K Buy
1,466
+258
+21% +$52.4K 0.03% 307
2021
Q4 		$234K Sell
1,208
-2
-0.2% -$376 0.02% 308
2021
Q3 		$210K Buy
1,210
+77
+7% +$13.5K 0.02% 347
2021
Q2 		$180K Buy
1,133
+250
+28% +$41.4K 0.01% 350
2021
Q1 		$139K Buy
883
+65
+8% +$10.5K 0.01% 344
2020
Q4 		$126K Buy
818
+331
+68% +$46.4K 0.01% 328
2020
Q3 		$57K Sell
487
-362
-43% -$45.5K 0.01% 369
2020
Q2 		$108K Buy
849
+335
+65% +$38.8K 0.01% 281
2020
Q1 		$57K Sell
514
-254
-33% -$36.4K 0.01% 305
2019
Q4 		$120K Sell
768
-55
-7% -$8.42K 0.02% 219
2019
Q3 		$133K Sell
823
-60
-7% -$9.28K 0.02% 228
2019
Q2 		$130K Sell
883
-718
-45% -$104K 0.02% 252
2019
Q1 		$224K Buy
1,601
+1,582
+8,326% +$210K 0.04% 199
2018
Q4 		$2K Buy
+19
New +$2.46K ﹤0.01% 447

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

CX Institutional's CB Position: Q3 2026 in Review

CX Institutional increased its Chubb (CB) stake by 3.3% in Q3 2026, buying an estimated $387K and bringing the position to 35,220 shares worth $11.5M. The position accounts for 0.31% of the portfolio, ranked #77.

CX Institutional first reported a position in CB in Q4 2018 and has held it in 32 quarters since. The position peaked at $11.6M in Q2 2026. 18 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • CX Institutional held 35,220 shares of Chubb worth $11.5M as of Q3 2026.
  • CX Institutional bought 1,120 Chubb shares in Q3 2026, an estimated $387K.
  • Chubb made up 0.31% of CX Institutional's portfolio in Q3 2026, its #77 holding.
  • CX Institutional first reported a position in Chubb in Q4 2018 and has held it in 32 quarters since.
  • CX Institutional's Chubb position peaked at $11.6M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.