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Lynch & Associates’s Chubb CB Stock Holding History

Lynch & Associates’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 		$482K Buy
1,481
+80
+6% +$27.6K 0.07% 105
2026
Q2 		$477K Buy
1,401
+195
+16% +$63.6K 0.08% 108
2026
Q1 		$393K Buy
1,206
+97
+9% +$31.1K 0.07% 106
2025
Q4 		$346K Buy
1,109
+317
+40% +$92.7K 0.07% 107
2025
Q3 		$224K Buy
792
+100
+14% +$27.5K 0.04% 122
2025
Q2 		$201K Buy
+692
New +$199K 0.04% 122

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

Lynch & Associates's CB Position: Q3 2026 in Review

Lynch & Associates increased its Chubb (CB) stake by 5.7% in Q3 2026, buying an estimated $27.6K and bringing the position to 1,481 shares worth $482K. The position accounts for 0.07% of the portfolio, ranked #105.

Lynch & Associates first reported a position in CB in Q2 2025 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Lynch & Associates held 1,481 shares of Chubb worth $482K as of Q3 2026.
  • Lynch & Associates bought 80 Chubb shares in Q3 2026, an estimated $27.6K.
  • Chubb made up 0.07% of Lynch & Associates's portfolio in Q3 2026, its #105 holding.
  • Lynch & Associates first reported a position in Chubb in Q2 2025 and has held it in 6 quarters since.
  • 454 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.