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Echo45 Advisors’s Chubb CB Stock Holding History

Echo45 Advisors’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 		$374K Buy
1,150
+191
+20% +$65.9K 0.17% 70
2026
Q2 		$327K Buy
959
+64
+7% +$20.9K 0.17% 56
2026
Q1 		$292K Buy
895
+1
+0.1% +$321 0.16% 55
2025
Q4 		$279K Sell
894
-56
-6% -$16.4K 0.16% 57
2025
Q3 		$268K Sell
950
-7
-0.7% -$1.93K 0.16% 42
2025
Q2 		$277K Buy
957
+39
+4% +$11.2K 0.17% 41
2025
Q1 		$277K Sell
918
-46
-5% -$12.8K 0.19% 41
2024
Q4 		$262K Buy
964
+53
+6% +$15.1K 0.17% 43
2024
Q3 		$263K Sell
911
-31
-3% -$8.5K 0.17% 41
2024
Q2 		$240K Sell
942
-222
-19% -$57K 0.17% 40
2024
Q1 		$302K Sell
1,164
-14
-1% -$3.44K 0.22% 34
2023
Q4 		$266K Buy
1,178
+56
+5% +$12.2K 0.2% 35
2023
Q3 		$234K Sell
1,122
-66
-6% -$13.3K 0.2% 35
2023
Q2 		$229K Sell
1,188
-76
-6% -$14.9K 0.19% 43
2023
Q1 		$245K Sell
1,264
-145
-10% -$30.5K 0.2% 37
2022
Q4 		$311K Buy
1,409
+1
+0.1% +$208 0.28% 33
2022
Q3 		$256K Sell
1,408
-3
-0.2% -$570 0.26% 29
2022
Q2 		$277K Buy
1,411
+29
+2% +$5.97K 0.26% 35
2022
Q1 		$296K Sell
1,382
-64
-4% -$13K 0.23% 53
2021
Q4 		$280K Buy
+1,446
New +$272K 0.22% 73

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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Echo45 Advisors's CB Position: Q3 2026 in Review

Echo45 Advisors increased its Chubb (CB) stake by 20% in Q3 2026, buying an estimated $65.9K and bringing the position to 1,150 shares worth $374K. The position accounts for 0.17% of the portfolio, ranked #70.

Echo45 Advisors first reported a position in CB in Q4 2021 and has held it in 20 quarters since. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Echo45 Advisors held 1,150 shares of Chubb worth $374K as of Q3 2026.
  • Echo45 Advisors bought 191 Chubb shares in Q3 2026, an estimated $65.9K.
  • Chubb made up 0.17% of Echo45 Advisors's portfolio in Q3 2026, its #70 holding.
  • Echo45 Advisors first reported a position in Chubb in Q4 2021 and has held it in 20 quarters since.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.