Leelyn Smith’s Chubb CB Stock Holding History

Leelyn Smith’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	$273K	Buy	838 +3	+0.4%	+$1.04K	0.03%	149
2026 Q2	$285K	Buy	835 +65	+8%	+$21.2K	0.03%	141
2026 Q1	$251K	Hold	770	–	–	0.04%	143
2025 Q4	$240K	Hold	770	–	–	0.03%	142
2025 Q3	$217K	Hold	770	–	–	0.03%	141
2025 Q2	$223K	Hold	770	–	–	0.04%	124
2025 Q1	$233K	Sell	770 -7	-0.9%	-$1.94K	0.04%	118
2024 Q4	$215K	Hold	777	–	–	0.04%	128
2024 Q3	$224K	Buy	+777	New	+$213K	0.04%	119
2024 Q2	–	Sell	-784	Closed	-$203K	–	123
2024 Q1	$203K	Buy	+784	New	+$193K	0.04%	125
2023 Q1	–	Sell	-10	Closed	-$2.21K	–	154
2022 Q4	$2.21K	Buy	+10	New	+$2.08K	﹤0.01%	405
2020 Q2	–	Sell	-65	Closed	-$7K	–	401
2020 Q1	$7K	Sell	65 -125	-66%	-$17.9K	﹤0.01%	259
2019 Q4	$29K	Buy	+190	New	+$29.1K	0.01%	209

Other funds holding CB

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Leelyn Smith's CB Position: Q3 2026 in Review

Leelyn Smith increased its Chubb (CB) stake by 0.36% in Q3 2026, buying an estimated $1.04K and bringing the position to 838 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #149.

Leelyn Smith first reported a position in CB in Q4 2019 and has held it in 13 quarters since. The position peaked at $285K in Q2 2026. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Leelyn Smith held 838 shares of Chubb worth $273K as of Q3 2026.
Leelyn Smith bought 3 Chubb shares in Q3 2026, an estimated $1.04K.
Chubb made up 0.03% of Leelyn Smith's portfolio in Q3 2026, its #149 holding.
Leelyn Smith first reported a position in Chubb in Q4 2019 and has held it in 13 quarters since.
Leelyn Smith's Chubb position peaked at $285K in Q2 2026.
1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.