Jackson Thornton Wealth Management
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Jackson Thornton Wealth Management’s Chubb CB Stock Holding History

Jackson Thornton 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 		$1.17M Buy
3,588
+96
+3% +$33.1K 0.09% 60
2026
Q2 		$1.19M Buy
3,492
+252
+8% +$82.2K 0.09% 62
2026
Q1 		$1.06M Sell
3,240
-188
-5% -$60.3K 0.1% 59
2025
Q4 		$1.06M Buy
3,428
+756
+28% +$221K 0.1% 55
2025
Q3 		$767K Buy
+2,672
New +$735K 0.08% 61

Other funds holding CB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jackson Thornton Wealth Management's CB Position: Q3 2026 in Review

Jackson Thornton Wealth Management increased its Chubb (CB) stake by 2.7% in Q3 2026, buying an estimated $33.1K and bringing the position to 3,588 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #60.

Jackson Thornton Wealth Management first reported a position in CB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Jackson Thornton Wealth Management held 3,588 shares of Chubb worth $1.17M as of Q3 2026.
  • Jackson Thornton Wealth Management bought 96 Chubb shares in Q3 2026, an estimated $33.1K.
  • Chubb made up 0.09% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Jackson Thornton Wealth Management first reported a position in Chubb in Q3 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's Chubb position peaked at $1.19M in Q2 2026.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.