GWM
CB icon

Gilpin Wealth Management’s Chubb CB Stock Holding History

Gilpin Wealth Management’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 		$97.6K Sell
300
-100
-25% -$34.5K 0.07% 194
2026
Q2 		$136K Hold
400
– – 0.09% 159
2026
Q1 		$130K Hold
400
– – 0.1% 145
2025
Q4 		$125K Buy
+400
New +$117K 0.1% 143

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

Gilpin Wealth Management's CB Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Chubb (CB) stake by 25% in Q3 2026, selling an estimated $34.5K and leaving 300 shares worth $97.6K. The position accounts for 0.07% of the portfolio, ranked #194.

Gilpin Wealth Management first reported a position in CB in Q4 2025 and has held it in 4 quarters since. The position peaked at $136K in Q2 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Gilpin Wealth Management held 300 shares of Chubb worth $97.6K as of Q3 2026.
  • Gilpin Wealth Management sold 100 Chubb shares in Q3 2026, an estimated $34.5K.
  • Chubb made up 0.07% of Gilpin Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Gilpin Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Chubb position peaked at $136K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.