Eagle Bluffs Wealth Management
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Eagle Bluffs Wealth Management’s Chubb CB Stock Holding History

Eagle Bluffs Wealth Management’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 		$517K Hold
1,586
– – 0.18% 62
2026
Q2 		$542K Sell
1,586
-45
-3% -$14.7K 0.18% 61
2026
Q1 		$533K Hold
1,631
– – 0.21% 61
2025
Q4 		$511K Sell
1,631
-15
-0.9% -$4.39K 0.21% 61
2025
Q3 		$466K Buy
1,646
+30
+2% +$8.26K 0.2% 61
2025
Q2 		$470K Buy
1,616
+3
+0.2% +$863 0.22% 58
2025
Q1 		$489K Buy
1,613
+4
+0.2% +$1.11K 0.26% 57
2024
Q4 		$445K Buy
1,609
+2
+0.1% +$568 0.24% 56
2024
Q3 		$465K Hold
1,607
– – 0.25% 56
2024
Q2 		$411K Buy
1,607
+23
+1% +$5.91K 0.24% 57
2024
Q1 		$412K Hold
1,584
– – 0.26% 59
2023
Q4 		$359K Hold
1,584
– – 0.24% 60
2023
Q3 		$330K Sell
1,584
-417
-21% -$84.3K 0.25% 59
2023
Q2 		$385K Buy
2,001
+52
+3% +$10.2K 0.3% 53
2023
Q1 		$378K Buy
1,949
+22
+1% +$4.62K 0.31% 55
2022
Q4 		$425K Sell
1,927
-57
-3% -$11.9K 0.45% 52
2022
Q3 		$361K Sell
1,984
-158
-7% -$30K 0.42% 53
2022
Q2 		$421K Sell
2,142
-46
-2% -$9.48K 0.45% 54
2022
Q1 		$468K Buy
2,188
+136
+7% +$27.6K 0.45% 53
2021
Q4 		$397K Buy
+2,052
New +$385K 0.41% 51

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Eagle Bluffs Wealth Management's CB Position: Q3 2026 in Review

Eagle Bluffs Wealth Management held its Chubb (CB) position steady in Q3 2026 at 1,586 shares worth $517K. The position accounts for 0.18% of the portfolio, ranked #62.

Eagle Bluffs Wealth Management first reported a position in CB in Q4 2021 and has held it in 20 quarters since. The position peaked at $542K in Q2 2026. 1,266 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Eagle Bluffs Wealth Management held 1,586 shares of Chubb worth $517K as of Q3 2026.
  • Eagle Bluffs Wealth Management left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.18% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Eagle Bluffs Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 20 quarters since.
  • Eagle Bluffs Wealth Management's Chubb position peaked at $542K in Q2 2026.
  • 1,266 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.