Hohimer Wealth Management
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Hohimer Wealth Management’s Chubb CB Stock Holding History

Hohimer Wealth Management’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 		$949K Buy
2,916
+136
+5% +$47K 0.09% 168
2026
Q2 		$947K Buy
2,780
+118
+4% +$38.5K 0.09% 172
2026
Q1 		$868K Buy
2,662
+196
+8% +$62.9K 0.1% 170
2025
Q4 		$770K Buy
2,466
+36
+1% +$10.5K 0.1% 157
2025
Q3 		$686K Buy
2,430
+585
+32% +$161K 0.1% 172
2025
Q2 		$535K Sell
1,845
-46
-2% -$13.2K 0.09% 153
2025
Q1 		$571K Buy
+1,891
New +$525K 0.11% 144

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Hohimer Wealth Management's CB Position: Q3 2026 in Review

Hohimer Wealth Management increased its Chubb (CB) stake by 4.9% in Q3 2026, buying an estimated $47K and bringing the position to 2,916 shares worth $949K. The position accounts for 0.09% of the portfolio, ranked #168.

Hohimer Wealth Management first reported a position in CB in Q1 2025 and has held it in 7 quarters since. 1,362 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Hohimer Wealth Management held 2,916 shares of Chubb worth $949K as of Q3 2026.
  • Hohimer Wealth Management bought 136 Chubb shares in Q3 2026, an estimated $47K.
  • Chubb made up 0.09% of Hohimer Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Hohimer Wealth Management first reported a position in Chubb in Q1 2025 and has held it in 7 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.