Krilogy Financial’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.64M Buy
10,547
+142
+1% +$49K 0.1% 165
2026
Q2
$3.55M Buy
10,405
+1,108
+12% +$361K 0.1% 163
2026
Q1
$3.05M Sell
9,297
-1,109
-11% -$356K 0.1% 168
2025
Q4
$3.16M Buy
10,406
+2,113
+25% +$618K 0.11% 155
2025
Q3
$2.35M Buy
+8,293
New +$2.28M 0.09% 180
2020
Q1
– Sell
-17,454
Closed -$2.72M – 200
2019
Q4
$2.72M Buy
17,454
+1,585
+10% +$243K 0.45% 54
2019
Q3
$2.56M Buy
15,869
+807
+5% +$125K 0.46% 53
2019
Q2
$2.22M Buy
15,062
+1,952
+15% +$282K 0.43% 57
2019
Q1
$1.84M Buy
+13,110
New +$1.74M 0.39% 58
2018
Q4
– Sell
-12
Closed -$2K – 212
2018
Q3
$2K Buy
+12
New +$1.62K ﹤0.01% 709

Other funds holding CB

Krilogy Financial's CB Position: Q3 2026 in Review

Krilogy Financial increased its Chubb (CB) stake by 1.4% in Q3 2026, buying an estimated $49K and bringing the position to 10,547 shares worth $3.64M. The position accounts for 0.1% of the portfolio, ranked #165.

Krilogy Financial first reported a position in CB in Q3 2018 and has held it in 10 quarters since. 716 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Krilogy Financial held 10,547 shares of Chubb worth $3.64M as of Q3 2026.
  • Krilogy Financial bought 142 Chubb shares in Q3 2026, an estimated $49K.
  • Chubb made up 0.1% of Krilogy Financial's portfolio in Q3 2026, its #165 holding.
  • Krilogy Financial first reported a position in Chubb in Q3 2018 and has held it in 10 quarters since.
  • 716 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.