Fiduciary Alliance
CB icon

Fiduciary Alliance’s Chubb CB Stock Holding History

Fiduciary Alliance’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 		$358K Buy
1,102
+283
+35% +$97.7K 0.03% 379
2026
Q2 		$279K Sell
819
-9
-1% -$2.94K 0.02% 459
2026
Q1 		$271K Buy
828
+6
+0.7% +$1.92K 0.02% 466
2025
Q4 		$256K Sell
822
-4
-0.5% -$1.17K 0.02% 449
2025
Q3 		$233K Sell
826
-79
-9% -$21.7K 0.02% 459
2025
Q2 		$262K Buy
905
+61
+7% +$17.6K 0.02% 413
2025
Q1 		$255K Buy
+844
New +$235K 0.03% 339
2023
Q3 		– Sell
-478
Closed -$92K – 277
2023
Q2 		$92K Buy
+478
New +$93.6K 0.02% 225
2023
Q1 		– Sell
-197
Closed -$43.5K – 252
2022
Q4 		$43.5K Buy
+197
New +$41K 0.01% 235

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fiduciary Alliance's CB Position: Q3 2026 in Review

Fiduciary Alliance increased its Chubb (CB) stake by 35% in Q3 2026, buying an estimated $97.7K and bringing the position to 1,102 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #379.

Fiduciary Alliance first reported a position in CB in Q4 2022 and has held it in 9 quarters since. 525 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Fiduciary Alliance held 1,102 shares of Chubb worth $358K as of Q3 2026.
  • Fiduciary Alliance bought 283 Chubb shares in Q3 2026, an estimated $97.7K.
  • Chubb made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #379 holding.
  • Fiduciary Alliance first reported a position in Chubb in Q4 2022 and has held it in 9 quarters since.
  • 525 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.