Lantz Financial
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Lantz Financial’s Chubb CB Stock Holding History

Lantz Financial’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 		$2.63M Sell
8,099
-199
-2% -$68.7K 0.48% 51
2026
Q2 		$2.83M Sell
8,298
-101
-1% -$32.9K 0.52% 48
2026
Q1 		$2.74M Sell
8,399
-493
-6% -$158K 0.57% 46
2025
Q4 		$2.78M Sell
8,892
-178
-2% -$52K 0.59% 39
2025
Q3 		$2.56M Sell
9,070
-37
-0.4% -$10.2K 0.57% 43
2025
Q2 		$2.64M Sell
9,107
-99
-1% -$28.5K 0.66% 43
2025
Q1 		$2.78M Sell
9,206
-415
-4% -$115K 0.76% 32
2024
Q4 		$2.66M Sell
9,621
-83
-0.9% -$23.6K 0.71% 33
2024
Q3 		$2.8M Sell
9,704
-26
-0.3% -$7.13K 0.76% 33
2024
Q2 		$2.48M Sell
9,730
-21
-0.2% -$5.39K 0.77% 27
2024
Q1 		$2.53M Sell
9,751
-51
-0.5% -$12.5K 0.81% 28
2023
Q4 		$2.22M Sell
9,802
-11,287
-54% -$2.47M 0.8% 26
2023
Q3 		$4.39M Sell
21,089
-328
-2% -$66.3K 1.75% 8
2023
Q2 		$4.08M Buy
21,417
+633
+3% +$124K 1.6% 10
2023
Q1 		$4.03M Buy
20,784
+782
+4% +$164K 1.68% 8
2022
Q4 		$4.41M Buy
20,002
+10,105
+102% +$2.1M 2.01% 8
2022
Q3 		$1.8M Sell
9,897
-10,083
-50% -$1.91M 0.94% 24
2022
Q2 		$3.93M Buy
19,980
+106
+0.5% +$21.8K 1.77% 10
2022
Q1 		$4.25M Buy
19,874
+996
+5% +$202K 1.73% 9
2021
Q4 		$3.65M Sell
18,878
-541
-3% -$102K 1.68% 9
2021
Q3 		$3.37M Buy
19,419
+264
+1% +$46.3K 1.73% 8
2021
Q2 		$3.04M Sell
19,155
-933
-5% -$155K 1.57% 9
2021
Q1 		$3.17M Buy
20,088
+1,062
+6% +$171K 1.81% 8
2020
Q4 		$2.93M Sell
19,026
-1,241
-6% -$174K 1.83% 9
2020
Q3 		$2.35M Buy
20,267
+373
+2% +$46.9K 1.58% 9
2020
Q2 		$2.51M Buy
19,894
+661
+3% +$76.6K 1.81% 8
2020
Q1 		$2.15M Buy
19,233
+173
+0.9% +$24.8K 1.68% 9
2019
Q4 		$2.97M Buy
19,060
+9,411
+98% +$1.44M 1.76% 7
2019
Q3 		$1.51M Buy
9,649
+75
+0.8% +$11.6K 1.02% 25
2019
Q2 		$1.42M Buy
9,574
+215
+2% +$31K 0.96% 30
2019
Q1 		$1.31M Buy
+9,359
New +$1.24M 0.95% 33

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Lantz Financial's CB Position: Q3 2026 in Review

Lantz Financial reduced its Chubb (CB) stake by 2.4% in Q3 2026, selling an estimated $68.7K and leaving 8,099 shares worth $2.63M. The position accounts for 0.48% of the portfolio, ranked #51.

Lantz Financial first reported a position in CB in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.41M in Q4 2022. 468 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Lantz Financial held 8,099 shares of Chubb worth $2.63M as of Q3 2026.
  • Lantz Financial sold 199 Chubb shares in Q3 2026, an estimated $68.7K.
  • Chubb made up 0.48% of Lantz Financial's portfolio in Q3 2026, its #51 holding.
  • Lantz Financial first reported a position in Chubb in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Chubb position peaked at $4.41M in Q4 2022.
  • 468 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.