GoalVest Advisory’s Chubb CB Stock Holding History

GoalVest Advisory’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	$43.9K	Hold	135	–	–	0.01%	238
2026 Q2	$46K	Buy	135 +6	+5%	+$1.96K	0.01%	216
2026 Q1	$42K	Hold	129	–	–	0.01%	243
2025 Q4	$40.3K	Buy	+129	New	+$37.7K	0.01%	261
2025 Q3	–	Sell	-3,081	Closed	-$893K	–	405
2025 Q2	$893K	Buy	3,081 +3,080	+308,000%	+$886K	0.22%	73
2025 Q1	$302	Sell	1 -44	-98%	-$12.2K	﹤0.01%	409
2024 Q4	$12.4K	Sell	45 -133	-75%	-$37.8K	﹤0.01%	269
2024 Q3	$51.3K	Buy	178 +88	+98%	+$24.1K	0.01%	190
2024 Q2	$23K	Hold	90	–	–	0.01%	226
2024 Q1	$23.3K	Hold	90	–	–	0.01%	254
2023 Q4	$20.3K	Sell	90 -5	-5%	-$1.09K	0.01%	206
2023 Q3	$19.8K	Buy	95 +5	+6%	+$1.01K	0.01%	219
2023 Q2	$17.3K	Buy	+90	New	+$17.6K	0.01%	211
2022 Q2	–	Sell	-4	Closed	-$1K	–	337
2022 Q1	$1K	Buy	+4	New	+$813	﹤0.01%	315

Other funds holding CB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

GoalVest Advisory's CB Position: Q3 2026 in Review

GoalVest Advisory held its Chubb (CB) position steady in Q3 2026 at 135 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #238.

GoalVest Advisory first reported a position in CB in Q1 2022 and has held it in 14 quarters since. The position peaked at $893K in Q2 2025. 1,648 funds tracked by Wall St. Rank hold CB as of Q3 2026.

GoalVest Advisory held 135 shares of Chubb worth $43.9K as of Q3 2026.
GoalVest Advisory left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #238 holding.
GoalVest Advisory first reported a position in Chubb in Q1 2022 and has held it in 14 quarters since.
GoalVest Advisory's Chubb position peaked at $893K in Q2 2025.
1,648 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.