Discipline Wealth Solutions
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Discipline Wealth Solutions’s Chubb CB Stock Holding History

Discipline Wealth Solutions’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 		$395K Hold
1,213
– – 0.03% 138
2026
Q2 		$413K Sell
1,213
-21
-2% -$6.85K 0.04% 139
2026
Q1 		$402K Hold
1,234
– – 0.04% 128
2025
Q4 		$385K Buy
1,234
+28
+2% +$8.19K 0.07% 118
2025
Q3 		$340K Hold
1,206
– – 0.09% 118
2025
Q2 		$349K Hold
1,206
– – 0.13% 73
2025
Q1 		$364K Hold
1,206
– – 0.17% 57
2024
Q4 		$333K Hold
1,206
– – 0.15% 63
2024
Q3 		$348K Buy
+1,206
New +$331K 0.18% 54

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

Discipline Wealth Solutions's CB Position: Q3 2026 in Review

Discipline Wealth Solutions held its Chubb (CB) position steady in Q3 2026 at 1,213 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #138.

Discipline Wealth Solutions first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $413K in Q2 2026. 558 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Discipline Wealth Solutions held 1,213 shares of Chubb worth $395K as of Q3 2026.
  • Discipline Wealth Solutions left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #138 holding.
  • Discipline Wealth Solutions first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
  • Discipline Wealth Solutions's Chubb position peaked at $413K in Q2 2026.
  • 558 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.