James T. Borello
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James T. Borello’s Chubb CB Stock Holding History

James T. Borello’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 		$30.2K Buy
93
+19
+26% +$6.56K 0.01% 327
2026
Q2 		$25.2K Sell
74
-10
-12% -$3.26K 0.01% 358
2026
Q1 		$27.4K Buy
84
+55
+190% +$17.6K 0.01% 309
2025
Q4 		$9.05K Buy
29
+5
+21% +$1.46K ﹤0.01% 443
2025
Q3 		$6.77K Buy
+24
New +$6.6K ﹤0.01% 374

Other funds holding CB

Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

James T. Borello's CB Position: Q3 2026 in Review

James T. Borello increased its Chubb (CB) stake by 26% in Q3 2026, buying an estimated $6.56K and bringing the position to 93 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #327.

James T. Borello first reported a position in CB in Q3 2025 and has held it in 5 quarters since. 917 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • James T. Borello held 93 shares of Chubb worth $30.2K as of Q3 2026.
  • James T. Borello bought 19 Chubb shares in Q3 2026, an estimated $6.56K.
  • Chubb made up 0.01% of James T. Borello's portfolio in Q3 2026, its #327 holding.
  • James T. Borello first reported a position in Chubb in Q3 2025 and has held it in 5 quarters since.
  • 917 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.