Harold Davidson & Associates’s Chubb CB Stock Holding History

Harold Davidson & Associates’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	$1.43M	Sell	4,382 -58	-1%	-$20K	0.58%	29
2026 Q2	$1.51M	Buy	4,440 +85	+2%	+$27.7K	0.66%	30
2026 Q1	$1.42M	Buy	4,355 +9	+0.2%	+$2.89K	0.69%	32
2025 Q4	$1.36M	Sell	4,346 -439	-9%	-$128K	0.6%	33
2025 Q3	$1.35M	Buy	4,785 +1,402	+41%	+$386K	0.61%	38
2025 Q2	$980K	Sell	3,383 -1,469	-30%	-$423K	0.64%	35
2025 Q1	$1.47M	Sell	4,852 -1,389	-22%	-$386K	0.8%	32
2024 Q4	$1.72M	Buy	+6,241	New	+$1.77M	0.82%	33

Other funds holding CB

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Harold Davidson & Associates's CB Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Chubb (CB) stake by 1.3% in Q3 2026, selling an estimated $20K and leaving 4,382 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #29.

Harold Davidson & Associates first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q4 2024. 876 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Harold Davidson & Associates held 4,382 shares of Chubb worth $1.43M as of Q3 2026.
Harold Davidson & Associates sold 58 Chubb shares in Q3 2026, an estimated $20K.
Chubb made up 0.58% of Harold Davidson & Associates's portfolio in Q3 2026, its #29 holding.
Harold Davidson & Associates first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's Chubb position peaked at $1.72M in Q4 2024.
876 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.