Diversify Advisory Services
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Diversify Advisory Services’s Chubb CB Stock Holding History

Diversify Advisory Services’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 		$1.29M Buy
3,663
+493
+16% +$170K 0.02% 575
2026
Q2 		$1.14M Buy
+3,170
New +$1.03M 0.02% 582
2026
Q1 		– Sell
-1,431
Closed -$430K – 303
2025
Q4 		$430K Buy
1,431
+32
+2% +$9.36K 0.01% 648
2025
Q3 		$389K Sell
1,399
-83
-6% -$22.8K 0.01% 637
2025
Q2 		$400K Buy
1,482
+688
+87% +$198K 0.02% 608
2025
Q1 		$226K Sell
794
-38
-5% -$10.6K 0.01% 582
2024
Q4 		$214K Sell
832
-506
-38% -$144K 0.01% 575
2024
Q3 		$398K Sell
1,338
-388
-22% -$106K 0.02% 420
2024
Q2 		$437K Sell
1,726
-3
-0.2% -$770 0.02% 408
2024
Q1 		$445K Buy
+1,729
New +$425K 0.03% 451

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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
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Diversify Advisory Services's CB Position: Q3 2026 in Review

Diversify Advisory Services increased its Chubb (CB) stake by 16% in Q3 2026, buying an estimated $170K and bringing the position to 3,663 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #575.

Diversify Advisory Services first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 498 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Diversify Advisory Services held 3,663 shares of Chubb worth $1.29M as of Q3 2026.
  • Diversify Advisory Services bought 493 Chubb shares in Q3 2026, an estimated $170K.
  • Chubb made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #575 holding.
  • Diversify Advisory Services first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 498 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.