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LifeGoal Wealth Advisors’s Chubb CB Stock Holding History

LifeGoal Wealth 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 		$457K Buy
1,404
+562
+67% +$194K 0.14% 93
2026
Q2 		$287K Buy
842
+86
+11% +$28.1K 0.13% 101
2026
Q1 		$247K Buy
+756
New +$243K 0.14% 94

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

LifeGoal Wealth Advisors's CB Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Chubb (CB) stake by 67% in Q3 2026, buying an estimated $194K and bringing the position to 1,404 shares worth $457K. The position accounts for 0.14% of the portfolio, ranked #93.

LifeGoal Wealth Advisors first reported a position in CB in Q1 2026 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,404 shares of Chubb worth $457K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 562 Chubb shares in Q3 2026, an estimated $194K.
  • Chubb made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #93 holding.
  • LifeGoal Wealth Advisors first reported a position in Chubb in Q1 2026 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.