Herold Advisors
CB icon

Herold Advisors’s Chubb CB Stock Holding History

Herold 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 		$2.81M Sell
8,641
-379
-4% -$131K 0.55% 48
2026
Q2 		$3.07M Buy
9,020
+1
+0% +$326 0.61% 43
2026
Q1 		$2.94M Buy
9,019
+1,389
+18% +$446K 0.65% 44
2025
Q4 		$2.38M Buy
7,630
+1
+0% +$292 0.53% 54
2025
Q3 		$2.15M Buy
7,629
+841
+12% +$231K 0.5% 56
2025
Q2 		$1.97M Sell
6,788
-1,299
-16% -$374K 0.41% 68
2025
Q1 		$2.44M Buy
8,087
+701
+9% +$195K 0.54% 52
2024
Q4 		$2.04M Buy
7,386
+19
+0.3% +$5.4K 0.44% 58
2024
Q3 		$2.12M Hold
7,367
– – 0.46% 59
2024
Q2 		$1.88M Hold
7,367
– – 0.43% 61
2024
Q1 		$1.91M Sell
7,367
-3,792
-34% -$932K 0.46% 61
2023
Q4 		$2.52M Hold
11,159
– – 0.7% 43
2023
Q3 		$2.32M Buy
11,159
+791
+8% +$160K 0.71% 38
2023
Q2 		$2M Buy
10,368
+542
+6% +$106K 0.61% 46
2023
Q1 		$1.91M Sell
9,826
-66
-0.7% -$13.9K 0.66% 43
2022
Q4 		$2.18M Buy
9,892
+1
+0% +$208 0.92% 29
2022
Q3 		$1.8M Sell
9,891
-45
-0.5% -$8.54K 0.86% 36
2022
Q2 		$1.95M Buy
9,936
+311
+3% +$64.1K 0.87% 34
2022
Q1 		$2.06M Buy
+9,625
New +$1.96M 0.73% 38

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herold Advisors's CB Position: Q3 2026 in Review

Herold Advisors reduced its Chubb (CB) stake by 4.2% in Q3 2026, selling an estimated $131K and leaving 8,641 shares worth $2.81M. The position accounts for 0.55% of the portfolio, ranked #48.

Herold Advisors first reported a position in CB in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.07M in Q2 2026. 456 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Herold Advisors held 8,641 shares of Chubb worth $2.81M as of Q3 2026.
  • Herold Advisors sold 379 Chubb shares in Q3 2026, an estimated $131K.
  • Chubb made up 0.55% of Herold Advisors's portfolio in Q3 2026, its #48 holding.
  • Herold Advisors first reported a position in Chubb in Q1 2022 and has held it in 19 quarters since.
  • Herold Advisors's Chubb position peaked at $3.07M in Q2 2026.
  • 456 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.