Financial Management Professionals
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Financial Management Professionals’s Chubb CB Stock Holding History

Financial Management Professionals’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 		$282K Buy
863
+19
+2% +$6.56K 0.03% 153
2026
Q2 		$288K Buy
844
+2
+0.2% +$652 0.03% 158
2026
Q1 		$275K Sell
842
-9
-1% -$2.89K 0.03% 141
2025
Q4 		$266K Buy
851
+23
+3% +$6.72K 0.03% 138
2025
Q3 		$235K Buy
828
+7
+0.9% +$1.93K 0.02% 148
2025
Q2 		$239K Sell
821
-117
-12% -$33.7K 0.03% 141
2025
Q1 		$283K Buy
938
+31
+3% +$8.61K 0.04% 124
2024
Q4 		$251K Buy
907
+7
+0.8% +$1.99K 0.03% 133
2024
Q3 		$260K Sell
900
-52
-5% -$14.3K 0.03% 126
2024
Q2 		$243K Sell
952
-184
-16% -$47.3K 0.03% 126
2024
Q1 		$294K Sell
1,136
-75
-6% -$18.4K 0.04% 124
2023
Q4 		$274K Buy
1,211
+469
+63% +$103K 0.04% 108
2023
Q3 		$154K Buy
742
+19
+3% +$3.84K 0.03% 139
2023
Q2 		$139K Sell
723
-5
-0.7% -$980 0.02% 147
2023
Q1 		$141K Buy
728
+308
+73% +$64.7K 0.03% 157
2022
Q4 		$93K Buy
420
+388
+1,213% +$80.7K 0.02% 166
2022
Q3 		$6K Buy
32
+5
+19% +$949 ﹤0.01% 566
2022
Q2 		$5K Sell
27
-80
-75% -$16.5K ﹤0.01% 605
2022
Q1 		$23K Buy
107
+74
+224% +$15K 0.01% 333
2021
Q4 		$6K Hold
33
– – ﹤0.01% 554
2021
Q3 		$6K Hold
33
– – ﹤0.01% 553
2021
Q2 		$5K Buy
33
+17
+106% +$2.82K ﹤0.01% 512
2021
Q1 		$3K Hold
16
– – ﹤0.01% 519
2020
Q4 		$2K Hold
16
– – ﹤0.01% 531
2020
Q3 		$2K Hold
16
– – ﹤0.01% 495
2020
Q2 		$2K Buy
+16
New +$1.85K ﹤0.01% 490
2016
Q3 		– Sell
-33
Closed -$4K – 311
2016
Q2 		$4K Buy
+33
New +$4.07K ﹤0.01% 319

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

Financial Management Professionals's CB Position: Q3 2026 in Review

Financial Management Professionals increased its Chubb (CB) stake by 2.3% in Q3 2026, buying an estimated $6.56K and bringing the position to 863 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #153.

Financial Management Professionals first reported a position in CB in Q2 2016 and has held it in 27 quarters since. The position peaked at $294K in Q1 2024. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Financial Management Professionals held 863 shares of Chubb worth $282K as of Q3 2026.
  • Financial Management Professionals bought 19 Chubb shares in Q3 2026, an estimated $6.56K.
  • Chubb made up 0.03% of Financial Management Professionals's portfolio in Q3 2026, its #153 holding.
  • Financial Management Professionals first reported a position in Chubb in Q2 2016 and has held it in 27 quarters since.
  • Financial Management Professionals's Chubb position peaked at $294K in Q1 2024.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.