Goldstein Advisors
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Goldstein Advisors’s Chubb CB Stock Holding History

Goldstein 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 		$395K Buy
1,215
+36
+3% +$12.4K 0.04% 158
2026
Q2 		$402K Buy
1,179
+259
+28% +$84.5K 0.04% 155
2026
Q1 		$300K Buy
920
+27
+3% +$8.66K 0.03% 152
2025
Q4 		$279K Buy
893
+25
+3% +$7.31K 0.03% 158
2025
Q3 		$245K Buy
868
+18
+2% +$4.95K 0.03% 174
2025
Q2 		$246K Sell
850
-1,519
-64% -$437K 0.03% 160
2025
Q1 		$715K Sell
2,369
-108
-4% -$30K 0.1% 72
2024
Q4 		$684K Buy
2,477
+2
+0.1% +$568 0.1% 74
2024
Q3 		$714K Buy
2,475
+74
+3% +$20.3K 0.11% 70
2024
Q2 		$612K Buy
2,401
+38
+2% +$9.8K 0.1% 70
2024
Q1 		$612K Sell
2,363
-44
-2% -$10.8K 0.1% 70
2023
Q4 		$544K Buy
2,407
+35
+1% +$7.65K 0.09% 97
2023
Q3 		$494K Buy
2,372
+43
+2% +$8.69K 0.1% 72
2023
Q2 		$448K Sell
2,329
-14
-0.6% -$2.74K 0.09% 78
2023
Q1 		$455K Buy
2,343
+56
+2% +$11.8K 0.1% 77
2022
Q4 		$505K Buy
+2,287
New +$476K 0.12% 74

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Goldstein Advisors's CB Position: Q3 2026 in Review

Goldstein Advisors increased its Chubb (CB) stake by 3.1% in Q3 2026, buying an estimated $12.4K and bringing the position to 1,215 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #158.

Goldstein Advisors first reported a position in CB in Q4 2022 and has held it in 16 quarters since. The position peaked at $715K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Goldstein Advisors held 1,215 shares of Chubb worth $395K as of Q3 2026.
  • Goldstein Advisors bought 36 Chubb shares in Q3 2026, an estimated $12.4K.
  • Chubb made up 0.04% of Goldstein Advisors's portfolio in Q3 2026, its #158 holding.
  • Goldstein Advisors first reported a position in Chubb in Q4 2022 and has held it in 16 quarters since.
  • Goldstein Advisors's Chubb position peaked at $715K in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.