Gratus Wealth Advisors’s Chubb CB Stock Holding History

Gratus Wealth 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	$1.1M	Sell	3,386 -1	-0%	-$345	0.14%	58
2026 Q2	$1.15M	Hold	3,387	–	–	0.15%	54
2026 Q1	$1.1M	Buy	3,387 +154	+5%	+$49.4K	0.16%	57
2025 Q4	$1.01M	Sell	3,233 -171	-5%	-$50K	0.14%	60
2025 Q3	$961K	Sell	3,404 -99	-3%	-$27.2K	0.14%	61
2025 Q2	$1.01M	Buy	3,503 +99	+3%	+$28.5K	0.15%	60
2025 Q1	$1.03M	Sell	3,404 -144	-4%	-$40K	0.17%	54
2024 Q4	$980K	Hold	3,548	–	–	0.16%	61
2024 Q3	$983K	Hold	3,548	–	–	0.16%	61
2024 Q2	$922K	Sell	3,548 -148	-4%	-$38K	0.16%	60
2024 Q1	$907K	Hold	3,696	–	–	0.17%	59
2023 Q4	$835K	Buy	+3,696	New	+$808K	0.16%	62

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Gratus Wealth Advisors's CB Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Chubb (CB) stake by 0.03% in Q3 2026, selling an estimated $345 and leaving 3,386 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #58.

Gratus Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q2 2026. 1,456 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Gratus Wealth Advisors held 3,386 shares of Chubb worth $1.1M as of Q3 2026.
Gratus Wealth Advisors sold 1 Chubb share in Q3 2026, an estimated $345.
Chubb made up 0.14% of Gratus Wealth Advisors's portfolio in Q3 2026, its #58 holding.
Gratus Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's Chubb position peaked at $1.15M in Q2 2026.
1,456 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.