NWF Advisory Services’s Chubb CB Stock Holding History

NWF Advisory Services’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	$6.79M	Buy	20,875 +291	+1%	+$100K	0.63%	41
2026 Q2	$7.01M	Buy	20,584 +7,686	+60%	+$2.51M	0.66%	40
2026 Q1	$4.2M	Buy	12,898 +412	+3%	+$132K	0.47%	52
2025 Q4	$3.9M	Buy	12,486 +4,319	+53%	+$1.26M	0.43%	52
2025 Q3	$2.31M	Buy	8,167 +6,946	+569%	+$1.91M	0.25%	79
2025 Q2	$354K	Buy	1,221 +151	+14%	+$43.5K	0.04%	261
2025 Q1	$323K	Buy	1,070 +190	+22%	+$52.8K	0.05%	237
2024 Q4	$244K	Buy	+880	New	+$250K	0.04%	222

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

NWF Advisory Services's CB Position: Q3 2026 in Review

NWF Advisory Services increased its Chubb (CB) stake by 1.4% in Q3 2026, buying an estimated $100K and bringing the position to 20,875 shares worth $6.79M. The position accounts for 0.63% of the portfolio, ranked #41.

NWF Advisory Services first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.01M in Q2 2026. 375 funds tracked by Wall St. Rank hold CB as of Q3 2026.

NWF Advisory Services held 20,875 shares of Chubb worth $6.79M as of Q3 2026.
NWF Advisory Services bought 291 Chubb shares in Q3 2026, an estimated $100K.
Chubb made up 0.63% of NWF Advisory Services's portfolio in Q3 2026, its #41 holding.
NWF Advisory Services first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
NWF Advisory Services's Chubb position peaked at $7.01M in Q2 2026.
375 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.