Olistico Wealth’s Chubb CB Stock Holding History

Olistico Wealth’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	$37.4K	Sell	115 -85	-43%	-$29.3K	0.02%	181
2026 Q2	$68.1K	Hold	200	–	–	0.03%	144
2026 Q1	$65.2K	Hold	200	–	–	0.03%	145
2025 Q4	$62.4K	Buy	+200	New	+$58.5K	0.03%	144
2025 Q3	–	Sell	-200	Closed	-$57.9K	–	129
2025 Q2	$57.9K	Sell	200 -889	-82%	-$256K	0.03%	154
2025 Q1	$329K	Hold	1,089	–	–	0.2%	76
2024 Q4	$301K	Hold	1,089	–	–	0.18%	81
2024 Q3	$314K	Buy	1,089 +200	+22%	+$54.8K	0.19%	84
2024 Q2	$227K	Hold	889	–	–	0.14%	96
2024 Q1	$230K	Hold	889	–	–	0.17%	98
2023 Q4	$201K	Buy	+889	New	+$194K	0.16%	104

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

Olistico Wealth's CB Position: Q3 2026 in Review

Olistico Wealth reduced its Chubb (CB) stake by 43% in Q3 2026, selling an estimated $29.3K and leaving 115 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #181.

Olistico Wealth first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $329K in Q1 2025. 558 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Olistico Wealth held 115 shares of Chubb worth $37.4K as of Q3 2026.
Olistico Wealth sold 85 Chubb shares in Q3 2026, an estimated $29.3K.
Chubb made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #181 holding.
Olistico Wealth first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
Olistico Wealth's Chubb position peaked at $329K in Q1 2025.
558 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.