Elevation Wealth Partners’s Chubb CB Stock Holding History

Elevation Wealth Partners’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	$77.7K	Hold	239	–	–	0.02%	253
2026 Q2	$81.4K	Buy	239 +71	+42%	+$23.2K	0.02%	213
2026 Q1	$54.8K	Hold	168	–	–	0.02%	227
2025 Q4	$52.4K	Buy	168 +13	+8%	+$3.8K	0.02%	238
2025 Q3	$43.7K	Buy	155 +15	+11%	+$4.13K	0.02%	256
2025 Q2	$40.6K	Hold	140	–	–	0.02%	257
2025 Q1	$42.3K	Hold	140	–	–	0.02%	250
2024 Q4	$38.7K	Hold	140	–	–	0.02%	251
2024 Q3	$40.4K	Hold	140	–	–	0.02%	239
2024 Q2	$35.7K	Hold	140	–	–	0.02%	244
2024 Q1	$36.3K	Hold	140	–	–	0.02%	246
2023 Q4	$29.1K	Buy	+140	New	+$30.6K	0.02%	250

Other funds holding CB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Elevation Wealth Partners's CB Position: Q3 2026 in Review

Elevation Wealth Partners held its Chubb (CB) position steady in Q3 2026 at 239 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #253.

Elevation Wealth Partners first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $81.4K in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Elevation Wealth Partners held 239 shares of Chubb worth $77.7K as of Q3 2026.
Elevation Wealth Partners left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #253 holding.
Elevation Wealth Partners first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Chubb position peaked at $81.4K in Q2 2026.
1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.