MB, Levis & Associates’s Chubb CB Stock Holding History

MB, Levis & 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	$90K	Hold	277	–	–	0.03%	90
2026 Q2	$94.3K	Hold	277	–	–	0.03%	87
2026 Q1	$90.2K	Hold	277	–	–	0.04%	85
2025 Q4	$86.4K	Hold	277	–	–	0.04%	86
2025 Q3	$78.1K	Hold	277	–	–	0.03%	92
2025 Q2	$80.2K	Hold	277	–	–	0.04%	101
2025 Q1	$83.6K	Hold	277	–	–	0.04%	97
2024 Q4	$76.5K	Hold	277	–	–	0.04%	99
2024 Q3	$79.8K	Hold	277	–	–	0.04%	98
2024 Q2	$70.6K	Buy	277 +1	+0.4%	+$257	0.04%	101
2024 Q1	$71.5K	Buy	276 +1	+0.4%	+$246	0.04%	101
2023 Q4	$62.2K	Buy	275 +1	+0.4%	+$219	0.04%	103
2023 Q3	$57.1K	Buy	274 +1	+0.4%	+$202	0.04%	108
2023 Q2	$52.6K	Hold	273	–	–	0.03%	112
2023 Q1	$53K	Hold	273	–	–	0.04%	110
2022 Q4	$60.2K	Buy	+273	New	+$56.8K	0.05%	97

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MB, Levis & Associates's CB Position: Q3 2026 in Review

MB, Levis & Associates held its Chubb (CB) position steady in Q3 2026 at 277 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #90.

MB, Levis & Associates first reported a position in CB in Q4 2022 and has held it in 16 quarters since. The position peaked at $94.3K in Q2 2026. 383 funds tracked by Wall St. Rank hold CB as of Q3 2026.

MB, Levis & Associates held 277 shares of Chubb worth $90K as of Q3 2026.
MB, Levis & Associates left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.03% of MB, Levis & Associates's portfolio in Q3 2026, its #90 holding.
MB, Levis & Associates first reported a position in Chubb in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Chubb position peaked at $94.3K in Q2 2026.
383 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.