Obermeyer Wealth Partners’s Chubb CB Stock Holding History

Obermeyer Wealth Partners’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	$1.23M	Hold	3,773	–	–	0.05%	107
2026 Q2	$1.29M	Sell	3,773 -192	-5%	-$62.6K	0.05%	103
2026 Q1	$1.29M	Sell	3,965 -71,529	-95%	-$22.9M	0.06%	99
2025 Q4	$23.6M	Sell	75,494 -6,949	-8%	-$2.03M	1.08%	29
2025 Q3	$23.3M	Sell	82,443 -1,122	-1%	-$309K	1.09%	30
2025 Q2	$24.2M	Sell	83,565 -268	-0.3%	-$77.1K	1.21%	32
2025 Q1	$25.3M	Sell	83,833 -3,501	-4%	-$973K	1.35%	29
2024 Q4	$24.1M	Sell	87,334 -832	-0.9%	-$236K	1.26%	30
2024 Q3	$25.4M	Buy	88,166 +78,496	+812%	+$21.5M	1.36%	26
2024 Q2	$2.47M	Hold	9,670	–	–	0.14%	61
2024 Q1	$2.51M	Buy	9,670 +5,195	+116%	+$1.28M	0.15%	58
2023 Q4	$1.01M	Hold	4,475	–	–	0.07%	75
2023 Q3	$932K	Hold	4,475	–	–	0.07%	71
2023 Q2	$862K	Hold	4,475	–	–	0.06%	80
2023 Q1	$869K	Sell	4,475 -25	-0.6%	-$5.25K	0.06%	75
2022 Q4	$993K	Hold	4,500	–	–	0.08%	72
2022 Q3	$818K	Hold	4,500	–	–	0.07%	73
2022 Q2	$885K	Hold	4,500	–	–	0.07%	73
2022 Q1	$963K	Hold	4,500	–	–	0.06%	75
2021 Q4	$870K	Buy	4,500 +31	+0.7%	+$5.82K	0.05%	84
2021 Q3	$775K	Hold	4,469	–	–	0.04%	90
2021 Q2	$710K	Hold	4,469	–	–	0.04%	104
2021 Q1	$706K	Buy	+4,469	New	+$720K	0.04%	100

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

Obermeyer Wealth Partners's CB Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Chubb (CB) position steady in Q3 2026 at 3,773 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #107.

Obermeyer Wealth Partners first reported a position in CB in Q1 2021 and has held it in 23 quarters since. The position peaked at $25.4M in Q3 2024. 558 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Obermeyer Wealth Partners held 3,773 shares of Chubb worth $1.23M as of Q3 2026.
Obermeyer Wealth Partners left its Chubb share count unchanged in Q3 2026.
Chubb made up 0.05% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #107 holding.
Obermeyer Wealth Partners first reported a position in Chubb in Q1 2021 and has held it in 23 quarters since.
Obermeyer Wealth Partners's Chubb position peaked at $25.4M in Q3 2024.
558 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.