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Galvin Gaustad & Stein’s Chubb CB Stock Holding History

Galvin Gaustad & Stein’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 		$241K Hold
742
– – 0.02% 242
2026
Q2 		$253K Buy
+742
New +$242K 0.02% 243

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Galvin Gaustad & Stein's CB Position: Q3 2026 in Review

Galvin Gaustad & Stein held its Chubb (CB) position steady in Q3 2026 at 742 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #242.

Galvin Gaustad & Stein first reported a position in CB in Q2 2026 and has held it in 2 quarters since. The position peaked at $253K in Q2 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Galvin Gaustad & Stein held 742 shares of Chubb worth $241K as of Q3 2026.
  • Galvin Gaustad & Stein left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #242 holding.
  • Galvin Gaustad & Stein first reported a position in Chubb in Q2 2026 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's Chubb position peaked at $253K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.