Journey Advisory Group
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Journey Advisory Group’s Chubb CB Stock Holding History

Journey Advisory Group’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 		$1.63M Sell
5,012
-67
-1% -$23.1K 0.12% 131
2026
Q2 		$1.73M Buy
5,079
+251
+5% +$81.9K 0.13% 131
2026
Q1 		$1.56M Sell
4,828
-32
-0.7% -$10.3K 0.13% 118
2025
Q4 		$1.51M Sell
4,860
-717
-13% -$210K 0.13% 129
2025
Q3 		$1.57M Sell
5,577
-270
-5% -$74.3K 0.12% 131
2025
Q2 		$1.69M Hold
5,847
– – 0.13% 133
2025
Q1 		$1.77M Sell
5,847
-37
-0.6% -$10.3K 0.14% 116
2024
Q4 		$1.5M Hold
5,884
– – 0.18% 89
2024
Q3 		$1.5M Hold
5,884
– – 0.18% 89
2024
Q2 		$1.5M Sell
5,884
-593
-9% -$152K 0.18% 89
2024
Q1 		$1.68M Sell
6,477
-10
-0.2% -$2.46K 0.21% 92
2023
Q4 		$1.47M Sell
6,487
-90
-1% -$19.7K 0.2% 94
2023
Q3 		$1.37M Buy
6,577
+394
+6% +$79.6K 0.2% 96
2023
Q2 		$1.19M Sell
6,183
-2,053
-25% -$402K 0.18% 100
2023
Q1 		$1.6M Sell
8,236
-2,860
-26% -$601K 0.25% 94
2022
Q4 		$2.45M Sell
11,096
-709
-6% -$148K 0.61% 46
2022
Q3 		$2.15M Sell
11,805
-650
-5% -$123K 0.55% 51
2022
Q2 		$2.3M Buy
12,455
+1,374
+12% +$283K 0.53% 49
2022
Q1 		$2.37M Sell
11,081
-535
-5% -$109K 0.6% 42
2021
Q4 		$2.24M Buy
11,616
+711
+7% +$134K 0.62% 42
2021
Q3 		$1.89M Sell
10,905
-2,858
-21% -$501K 0.61% 41
2021
Q2 		$2.19M Sell
13,763
-300
-2% -$49.7K 0.69% 38
2021
Q1 		$2.22M Sell
14,063
-31
-0.2% -$5K 0.78% 34
2020
Q4 		$2.17M Buy
+14,094
New +$1.98M 0.81% 34

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Journey Advisory Group's CB Position: Q3 2026 in Review

Journey Advisory Group reduced its Chubb (CB) stake by 1.3% in Q3 2026, selling an estimated $23.1K and leaving 5,012 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #131.

Journey Advisory Group first reported a position in CB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.45M in Q4 2022. 1,312 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Journey Advisory Group held 5,012 shares of Chubb worth $1.63M as of Q3 2026.
  • Journey Advisory Group sold 67 Chubb shares in Q3 2026, an estimated $23.1K.
  • Chubb made up 0.12% of Journey Advisory Group's portfolio in Q3 2026, its #131 holding.
  • Journey Advisory Group first reported a position in Chubb in Q4 2020 and has held it in 24 quarters since.
  • Journey Advisory Group's Chubb position peaked at $2.45M in Q4 2022.
  • 1,312 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.