Hoxton Planning & Management’s Chubb CB Stock Holding History

Hoxton Planning & 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	$225K	Sell	691 -9	-1%	-$3.11K	0.06%	207
2026 Q2	$239K	Sell	700 -21	-3%	-$6.85K	0.06%	205
2026 Q1	$235K	Sell	721 -25	-3%	-$8.02K	0.07%	194
2025 Q4	$233K	Buy	746 +31	+4%	+$9.06K	0.07%	192
2025 Q3	$202K	Sell	715 -11	-2%	-$3.03K	0.06%	215
2025 Q2	$210K	Buy	726 +3	+0.4%	+$863	0.07%	194
2025 Q1	$218K	Sell	723 -36	-5%	-$10K	0.08%	185
2024 Q4	$210K	Sell	759 -8	-1%	-$2.27K	0.08%	196
2024 Q3	$221K	Buy	+767	New	+$210K	0.09%	190

Other funds holding CB

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Hoxton Planning & Management's CB Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Chubb (CB) stake by 1.3% in Q3 2026, selling an estimated $3.11K and leaving 691 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #207.

Hoxton Planning & Management first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $239K in Q2 2026. 498 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Hoxton Planning & Management held 691 shares of Chubb worth $225K as of Q3 2026.
Hoxton Planning & Management sold 9 Chubb shares in Q3 2026, an estimated $3.11K.
Chubb made up 0.06% of Hoxton Planning & Management's portfolio in Q3 2026, its #207 holding.
Hoxton Planning & Management first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's Chubb position peaked at $239K in Q2 2026.
498 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.