Meriwether Wealth & Planning’s Chubb CB Stock Holding History

Meriwether Wealth & Planning’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	$74.8K	Buy	+230	New	+$79.4K	0.03%	215

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

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

Meriwether Wealth & Planning's CB Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Chubb (CB) in Q3 2026: 230 shares worth $74.8K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings.

610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Meriwether Wealth & Planning held 230 shares of Chubb worth $74.8K as of Q3 2026.
Chubb was a new Meriwether Wealth & Planning position in Q3 2026.
Chubb made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #215 holding.
610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.