Net Worth Advisory Group
CB icon

Net Worth Advisory Group’s Chubb CB Stock Holding History

Net Worth Advisory Group’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 		$783K Sell
2,363
-47
-2% -$16.2K 0.2% 132
2026
Q2 		$821K Sell
2,410
-58
-2% -$18.9K 0.21% 112
2026
Q1 		$804K Sell
2,468
-58
-2% -$18.6K 0.17% 122
2025
Q4 		$789K Sell
2,526
-372
-13% -$109K 0.16% 135
2025
Q3 		$818K Sell
2,898
-99
-3% -$27.2K 0.24% 84
2025
Q2 		$868K Sell
2,997
-73
-2% -$21K 0.19% 100
2025
Q1 		$927K Buy
3,070
+656
+27% +$182K 0.29% 62
2024
Q4 		$667K Buy
2,414
+6
+0.2% +$1.7K 0.2% 114
2024
Q3 		$694K Buy
+2,408
New +$660K 0.21% 121

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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 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

Net Worth Advisory Group's CB Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Chubb (CB) stake by 2% in Q3 2026, selling an estimated $16.2K and leaving 2,363 shares worth $783K. The position accounts for 0.2% of the portfolio, ranked #132.

Net Worth Advisory Group first reported a position in CB in Q3 2024 and has held it in 9 quarters since. The position peaked at $927K in Q1 2025. 498 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Net Worth Advisory Group held 2,363 shares of Chubb worth $783K as of Q3 2026.
  • Net Worth Advisory Group sold 47 Chubb shares in Q3 2026, an estimated $16.2K.
  • Chubb made up 0.2% of Net Worth Advisory Group's portfolio in Q3 2026, its #132 holding.
  • Net Worth Advisory Group first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Chubb position peaked at $927K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.