Lakeside Advisors’s Chubb CB Stock Holding History

Lakeside Advisors’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	$1.23M	Hold	3,768	–	–	0.72%	29
2026 Q2	$1.28M	Hold	3,768	–	–	0.81%	25
2026 Q1	$1.23M	Sell	3,768 -100	-3%	-$32.1K	0.82%	27
2025 Q4	$1.21M	Hold	3,868	–	–	0.77%	25
2025 Q3	$1.09M	Sell	3,868 -120	-3%	-$33K	0.69%	26
2025 Q2	$1.16M	Sell	3,988 -300	-7%	-$86.3K	0.74%	27
2025 Q1	$1.29M	Buy	4,288 +300	+8%	+$83.4K	0.86%	24
2024 Q4	$1.1M	Sell	3,988 -120	-3%	-$34.1K	0.73%	25
2024 Q3	$1.18M	Hold	4,108	–	–	0.74%	26
2024 Q2	$1.05M	Sell	4,108 -120	-3%	-$30.8K	0.68%	26
2024 Q1	$1.1M	Hold	4,228	–	–	0.7%	27
2023 Q4	$956K	Hold	4,228	–	–	0.66%	28
2023 Q3	$880K	Sell	4,228 -300	-7%	-$60.6K	0.68%	29
2023 Q2	$872K	Hold	4,528	–	–	0.64%	31
2023 Q1	$879K	Hold	4,528	–	–	0.68%	28
2022 Q4	$999K	Hold	4,528	–	–	0.82%	26
2022 Q3	$824K	Hold	4,528	–	–	0.74%	26
2022 Q2	$890K	Buy	4,528 +120	+3%	+$24.7K	0.76%	25
2022 Q1	$943K	Sell	4,408 -120	-3%	-$24.4K	0.71%	25
2021 Q4	$875K	Buy	+4,528	New	+$851K	0.65%	28

Other funds holding CB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lakeside Advisors's CB Position: Q3 2026 in Review

Lakeside Advisors held its Chubb (CB) position steady in Q3 2026 at 3,768 shares worth $1.23M. The position accounts for 0.72% of the portfolio, ranked #29.

Lakeside Advisors first reported a position in CB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.29M in Q1 2025. 1,648 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Lakeside Advisors held 3,768 shares of Chubb worth $1.23M as of Q3 2026.
Lakeside Advisors left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.72% of Lakeside Advisors's portfolio in Q3 2026, its #29 holding.
Lakeside Advisors first reported a position in Chubb in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Chubb position peaked at $1.29M in Q1 2025.
1,648 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.