Klingman & Associates’s Chubb CB Stock Holding History

Klingman & Associates’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	$677K	Buy	2,081 +696	+50%	+$240K	0.03%	181
2026 Q2	$472K	Buy	1,385 +18	+1%	+$5.87K	0.02%	211
2026 Q1	$446K	Buy	1,367 +46	+3%	+$14.8K	0.02%	204
2025 Q4	$412K	Buy	1,321 +97	+8%	+$28.4K	0.02%	214
2025 Q3	$345K	Sell	1,224 -66	-5%	-$18.2K	0.02%	236
2025 Q2	$374K	Buy	1,290 +444	+52%	+$128K	0.02%	212
2025 Q1	$255K	Buy	+846	New	+$235K	0.02%	236
2024 Q4	–	Sell	-706	Closed	-$204K	–	258
2024 Q3	$204K	Buy	+706	New	+$194K	0.01%	256
2016 Q4	–	Sell	-389	Closed	-$49K	–	135
2016 Q3	$49K	Hold	389	–	–	0.01%	185
2016 Q2	$51K	Hold	389	–	–	0.02%	188
2016 Q1	$46K	Hold	389	–	–	0.02%	193
2015 Q4	$45K	Hold	389	–	–	0.02%	211
2015 Q3	$40K	Sell	389 -207	-35%	-$21.6K	0.02%	214
2015 Q2	$61K	Buy	596 +207	+53%	+$22.3K	0.02%	172
2015 Q1	$43K	Hold	389	–	–	0.02%	178
2014 Q4	$44K	Buy	+389	New	+$43.1K	0.02%	182

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Klingman & Associates's CB Position: Q3 2026 in Review

Klingman & Associates increased its Chubb (CB) stake by 50% in Q3 2026, buying an estimated $240K and bringing the position to 2,081 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #181.

Klingman & Associates first reported a position in CB in Q4 2014 and has held it in 16 quarters since. 524 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Klingman & Associates held 2,081 shares of Chubb worth $677K as of Q3 2026.
Klingman & Associates bought 696 Chubb shares in Q3 2026, an estimated $240K.
Chubb made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #181 holding.
Klingman & Associates first reported a position in Chubb in Q4 2014 and has held it in 16 quarters since.
524 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.