Empirical Wealth Management
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Empirical Wealth Management’s Chubb CB Stock Holding History

Empirical 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 		$1.5M Buy
4,624
+1,247
+37% +$431K 0.02% 357
2026
Q2 		$1.15M Buy
3,377
+1,136
+51% +$371K 0.02% 369
2026
Q1 		$730K Buy
2,241
+821
+58% +$263K 0.01% 433
2025
Q4 		$443K Buy
1,420
+192
+16% +$56.1K 0.01% 560
2025
Q3 		$347K Buy
1,228
+23
+2% +$6.33K 0.01% 573
2025
Q2 		$349K Buy
1,205
+5
+0.4% +$1.44K 0.01% 499
2025
Q1 		$362K Sell
1,200
-782
-39% -$217K 0.01% 469
2024
Q4 		$548K Buy
1,982
+614
+45% +$174K 0.01% 369
2024
Q3 		$395K Buy
1,368
+15
+1% +$4.11K 0.01% 415
2024
Q2 		$345K Sell
1,353
-111
-8% -$28.5K 0.01% 427
2024
Q1 		$379K Buy
1,464
+327
+29% +$80.4K 0.01% 387
2023
Q4 		$257K Sell
1,137
-573
-34% -$125K 0.01% 429
2023
Q3 		$356K Buy
1,710
+103
+6% +$20.8K 0.01% 342
2023
Q2 		$309K Sell
1,607
-59
-4% -$11.6K 0.01% 365
2023
Q1 		$324K Sell
1,666
-39
-2% -$8.2K 0.01% 384
2022
Q4 		$376K Sell
1,705
-138
-7% -$28.7K 0.02% 349
2022
Q3 		$335K Sell
1,843
-21
-1% -$3.99K 0.02% 357
2022
Q2 		$366K Buy
1,864
+250
+15% +$51.5K 0.02% 348
2022
Q1 		$345K Sell
1,614
-11
-0.7% -$2.24K 0.02% 383
2021
Q4 		$314K Buy
1,625
+11
+0.7% +$2.07K 0.02% 412
2021
Q3 		$280K Sell
1,614
-215
-12% -$37.7K 0.02% 388
2021
Q2 		$291K Buy
1,829
+239
+15% +$39.6K 0.02% 373
2021
Q1 		$251K Sell
1,590
-300
-16% -$48.3K 0.02% 344
2020
Q4 		$291K Buy
+1,890
New +$265K 0.02% 305

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

Empirical Wealth Management's CB Position: Q3 2026 in Review

Empirical Wealth Management increased its Chubb (CB) stake by 37% in Q3 2026, buying an estimated $431K and bringing the position to 4,624 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #357.

Empirical Wealth Management first reported a position in CB in Q4 2020 and has held it in 24 quarters since. 1,311 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Empirical Wealth Management held 4,624 shares of Chubb worth $1.5M as of Q3 2026.
  • Empirical Wealth Management bought 1,247 Chubb shares in Q3 2026, an estimated $431K.
  • Chubb made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Empirical Wealth Management first reported a position in Chubb in Q4 2020 and has held it in 24 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.