Frank Rimerman Advisors’s Chubb CB Stock Holding History

Frank Rimerman 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	$2.56M	Hold	7,866	–	–	0.14%	114
2026 Q2	$2.68M	Buy	7,866 +897	+13%	+$293K	0.15%	108
2026 Q1	$2.27M	Sell	6,969 -545	-7%	-$175K	0.15%	109
2025 Q4	$2.35M	Buy	7,514 +1,703	+29%	+$498K	0.15%	113
2025 Q3	$1.64M	Buy	5,811 +875	+18%	+$241K	0.11%	145
2025 Q2	$1.43M	Buy	4,936 +713	+17%	+$205K	0.1%	158
2025 Q1	$1.28M	Buy	4,223 +34	+0.8%	+$9.45K	0.1%	166
2024 Q4	$1.16M	Buy	4,189 +163	+4%	+$46.3K	0.08%	180
2024 Q3	$1.16M	Sell	4,026 -55	-1%	-$15.1K	0.08%	192
2024 Q2	$1.04M	Buy	4,081 +4,046	+11,560%	+$1.04M	0.07%	211
2024 Q1	$9.07K	Hold	35	–	–	﹤0.01%	176
2023 Q4	$7.91K	Buy	+35	New	+$7.65K	﹤0.01%	177

Other funds holding CB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Frank Rimerman Advisors's CB Position: Q3 2026 in Review

Frank Rimerman Advisors held its Chubb (CB) position steady in Q3 2026 at 7,866 shares worth $2.56M. The position accounts for 0.14% of the portfolio, ranked #114.

Frank Rimerman Advisors first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.68M in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Frank Rimerman Advisors held 7,866 shares of Chubb worth $2.56M as of Q3 2026.
Frank Rimerman Advisors left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.14% of Frank Rimerman Advisors's portfolio in Q3 2026, its #114 holding.
Frank Rimerman Advisors first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Chubb position peaked at $2.68M in Q2 2026.
1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.