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Farther Finance Advisors’s Chubb CB Stock Holding History

Farther Finance 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 		$9.67M Buy
29,739
+7,170
+32% +$2.48M 0.07% 263
2026
Q2 		$7.69M Buy
22,569
+1,451
+7% +$473K 0.06% 280
2026
Q1 		$6.91M Buy
21,118
+993
+5% +$319K 0.07% 268
2025
Q4 		$6.28M Buy
20,125
+10,054
+100% +$2.94M 0.07% 257
2025
Q3 		$2.84M Buy
10,071
+4,035
+67% +$1.11M 0.04% 342
2025
Q2 		$1.75M Buy
6,036
+2,031
+51% +$584K 0.04% 413
2025
Q1 		$1.21M Buy
4,005
+239
+6% +$66.4K 0.03% 439
2024
Q4 		$1.04M Sell
3,766
-20
-0.5% -$5.68K 0.04% 360
2024
Q3 		$1.09M Sell
3,786
-317
-8% -$86.9K 0.04% 324
2024
Q2 		$1.05M Buy
4,103
+1,562
+61% +$401K 0.05% 296
2024
Q1 		$654K Buy
2,541
+513
+25% +$126K 0.04% 331
2023
Q4 		$458K Buy
2,028
+433
+27% +$94.7K 0.03% 368
2023
Q3 		$332K Sell
1,595
-73
-4% -$14.8K 0.05% 277
2023
Q2 		$321K Buy
1,668
+26
+2% +$5.09K 0.07% 230
2023
Q1 		$319K Buy
1,642
+54
+3% +$11.3K 0.09% 194
2022
Q4 		$350K Buy
+1,588
New +$330K 0.14% 150

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
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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors's CB Position: Q3 2026 in Review

Farther Finance Advisors increased its Chubb (CB) stake by 32% in Q3 2026, buying an estimated $2.48M and bringing the position to 29,739 shares worth $9.67M. The position accounts for 0.07% of the portfolio, ranked #263.

Farther Finance Advisors first reported a position in CB in Q4 2022 and has held it in 16 quarters since. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Farther Finance Advisors held 29,739 shares of Chubb worth $9.67M as of Q3 2026.
  • Farther Finance Advisors bought 7,170 Chubb shares in Q3 2026, an estimated $2.48M.
  • Chubb made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #263 holding.
  • Farther Finance Advisors first reported a position in Chubb in Q4 2022 and has held it in 16 quarters since.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.