Investment Partners Asset Management’s Chubb CB Stock Holding History

Investment Partners Asset 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	$577K	Hold	1,774	–	–	0.31%	85
2026 Q2	$604K	Sell	1,774 -20	-1%	-$6.52K	0.34%	82
2026 Q1	$585K	Buy	1,794 +419	+30%	+$134K	0.36%	80
2025 Q4	$429K	Sell	1,375 -279	-17%	-$81.6K	0.27%	99
2025 Q3	$467K	Sell	1,654 -135	-8%	-$37.2K	0.31%	100
2025 Q2	$518K	Buy	1,789 +290	+19%	+$83.5K	0.36%	85
2025 Q1	$453K	Buy	1,499 +478	+47%	+$133K	0.36%	86
2024 Q4	$282K	Buy	1,021 +210	+26%	+$59.6K	0.22%	116
2024 Q3	$234K	Sell	811 -6	-0.7%	-$1.65K	0.19%	123
2024 Q2	$208K	Hold	817	–	–	0.19%	124
2024 Q1	$212K	Buy	+817	New	+$201K	0.19%	130

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

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 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

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Investment Partners Asset Management's CB Position: Q3 2026 in Review

Investment Partners Asset Management held its Chubb (CB) position steady in Q3 2026 at 1,774 shares worth $577K. The position accounts for 0.31% of the portfolio, ranked #85.

Investment Partners Asset Management first reported a position in CB in Q1 2024 and has held it in 11 quarters since. The position peaked at $604K in Q2 2026. 304 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Investment Partners Asset Management held 1,774 shares of Chubb worth $577K as of Q3 2026.
Investment Partners Asset Management left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.31% of Investment Partners Asset Management's portfolio in Q3 2026, its #85 holding.
Investment Partners Asset Management first reported a position in Chubb in Q1 2024 and has held it in 11 quarters since.
Investment Partners Asset Management's Chubb position peaked at $604K in Q2 2026.
304 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.