Kathmere Capital Management
CB icon

Kathmere Capital Management’s Chubb CB Stock Holding History

Kathmere Capital 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 		$602K Buy
1,851
+28
+2% +$9.7K 0.03% 371
2026
Q2 		$621K Buy
1,823
+438
+32% +$143K 0.03% 348
2026
Q1 		$451K Buy
1,385
+88
+7% +$28.2K 0.03% 377
2025
Q4 		$405K Buy
1,297
+34
+3% +$9.9K 0.03% 356
2025
Q3 		$356K Sell
1,263
-11
-0.9% -$3.03K 0.03% 353
2025
Q2 		$369K Buy
1,274
+436
+52% +$125K 0.03% 333
2025
Q1 		$253K Buy
838
+71
+9% +$19.7K 0.02% 365
2024
Q4 		$212K Buy
+767
New +$218K 0.02% 379

Other funds holding CB

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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

Kathmere Capital Management's CB Position: Q3 2026 in Review

Kathmere Capital Management increased its Chubb (CB) stake by 1.5% in Q3 2026, buying an estimated $9.7K and bringing the position to 1,851 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #371.

Kathmere Capital Management first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $621K in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Kathmere Capital Management held 1,851 shares of Chubb worth $602K as of Q3 2026.
  • Kathmere Capital Management bought 28 Chubb shares in Q3 2026, an estimated $9.7K.
  • Chubb made up 0.03% of Kathmere Capital Management's portfolio in Q3 2026, its #371 holding.
  • Kathmere Capital Management first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
  • Kathmere Capital Management's Chubb position peaked at $621K in Q2 2026.
  • 1,227 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.