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Essential Partners’s Chubb CB Stock Holding History

Essential 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 		$1.04M Buy
3,210
+20
+0.6% +$6.91K 0.48% 30
2026
Q2 		$1.09M Sell
3,190
-154
-5% -$50.2K 0.5% 29
2026
Q1 		$1.09M Sell
3,344
-776
-19% -$249K 0.37% 65
2025
Q4 		$1.29M Buy
4,120
+2,113
+105% +$618K 0.4% 58
2025
Q3 		$566K Buy
2,007
+868
+76% +$239K 0.19% 151
2025
Q2 		$330K Buy
+1,139
New +$328K 0.13% 218

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Essential Partners's CB Position: Q3 2026 in Review

Essential Partners increased its Chubb (CB) stake by 0.63% in Q3 2026, buying an estimated $6.91K and bringing the position to 3,210 shares worth $1.04M. The position accounts for 0.48% of the portfolio, ranked #30.

Essential Partners first reported a position in CB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 206 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Essential Partners held 3,210 shares of Chubb worth $1.04M as of Q3 2026.
  • Essential Partners bought 20 Chubb shares in Q3 2026, an estimated $6.91K.
  • Chubb made up 0.48% of Essential Partners's portfolio in Q3 2026, its #30 holding.
  • Essential Partners first reported a position in Chubb in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Chubb position peaked at $1.29M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.