Horizons Wealth Management’s Chubb CB Stock Holding History

Horizons 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	$77.7K	Buy	+239	New	+$82.5K	0.05%	82
2026 Q1	$91.9K	Hold	282	–	–	0.06%	83
2025 Q4	$88K	Hold	282	–	–	0.06%	84
2025 Q3	$79.6K	Hold	282	–	–	0.05%	88
2025 Q2	$81.7K	Hold	282	–	–	0.06%	86
2025 Q1	$85.2K	Hold	282	–	–	0.06%	83
2024 Q4	$77.9K	Hold	282	–	–	0.06%	84
2024 Q3	$81.3K	Hold	282	–	–	0.06%	84
2024 Q2	$73.3K	Hold	282	–	–	0.06%	87
2024 Q1	$63.7K	Hold	282	–	–	0.04%	81
2023 Q4	$63.7K	Hold	282	–	–	0.04%	81
2023 Q3	$58.7K	Hold	282	–	–	0.04%	82
2023 Q2	$54.3K	Hold	282	–	–	0.04%	89
2023 Q1	$54.8K	Hold	282	–	–	0.04%	83
2022 Q4	$62K	Buy	282 +251	+810%	+$52.2K	0.05%	80
2022 Q3	$6K	Hold	31	–	–	0.01%	126
2022 Q2	$6K	Buy	+31	New	+$6.39K	﹤0.01%	127

Other funds holding CB

CIM

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

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

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

Horizons Wealth Management opened a new position in Chubb (CB) in Q3 2026: 239 shares worth $77.7K. The stake represents 0.05% of the portfolio and ranks #82 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in CB as recently as Q1 2026.

Horizons Wealth Management first reported a position in CB in Q2 2022 and has held it in 17 quarters since. The position peaked at $91.9K in Q1 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Horizons Wealth Management held 239 shares of Chubb worth $77.7K as of Q3 2026.
Chubb was a new Horizons Wealth Management position in Q3 2026.
Chubb made up 0.05% of Horizons Wealth Management's portfolio in Q3 2026, its #82 holding.
Horizons Wealth Management first reported a position in Chubb in Q2 2022 and has held it in 17 quarters since.
Horizons Wealth Management's Chubb position peaked at $91.9K in Q1 2026.
103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.