Holos Integrated Wealth
CB icon

Holos Integrated Wealth’s Chubb CB Stock Holding History

Holos Integrated Wealth’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 		$12.1K Hold
34
– – 0.01% 254
2026
Q2 		$12.2K Hold
34
– – 0.01% 253
2026
Q1 		$11.1K Hold
34
– – 0.01% 252
2025
Q4 		$10.5K Hold
34
– – 0.01% 202
2025
Q3 		$9.6K Hold
34
– – 0.01% 196
2025
Q2 		$9.22K Hold
34
– – 0.01% 196
2025
Q1 		$10.3K Hold
34
– – 0.01% 195
2024
Q4 		$9.39K Buy
+34
New +$9.7K 0.01% 199

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Wealth Enhancement Advisory Services
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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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Holos Integrated Wealth's CB Position: Q3 2026 in Review

Holos Integrated Wealth held its Chubb (CB) position steady in Q3 2026 at 34 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #254.

Holos Integrated Wealth first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.2K in Q2 2026. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Holos Integrated Wealth held 34 shares of Chubb worth $12.1K as of Q3 2026.
  • Holos Integrated Wealth left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #254 holding.
  • Holos Integrated Wealth first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Chubb position peaked at $12.2K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.