Peterson Wealth Services
CB icon

Peterson Wealth Services’s Chubb CB Stock Holding History

Peterson Wealth 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 		$4.09M Buy
12,590
+512
+4% +$177K 0.86% 28
2026
Q2 		$4.12M Buy
12,078
+413
+4% +$135K 0.9% 30
2026
Q1 		$3.8M Buy
11,665
+417
+4% +$134K 0.94% 30
2025
Q4 		$3.51M Buy
11,248
+9,314
+482% +$2.72M 0.9% 30
2025
Q3 		$3.18M Sell
1,934
-9,357
-83% -$2.58M 0.79% 33
2025
Q2 		$3.27M Buy
11,291
+247
+2% +$71.1K 0.9% 32
2025
Q1 		$3.34M Buy
11,044
+965
+10% +$268K 1.03% 29
2024
Q4 		$2.78M Buy
10,079
+544
+6% +$154K 0.84% 34
2024
Q3 		$2.75M Buy
9,535
+581
+6% +$159K 0.88% 34
2024
Q2 		$2.28M Buy
8,954
+251
+3% +$64.5K 0.8% 40
2024
Q1 		$2.26M Buy
8,703
+428
+5% +$105K 0.82% 43
2023
Q4 		$1.87M Buy
+8,275
New +$1.81M 0.8% 41
2023
Q3 		– Sell
-5,566
Closed -$1.07M – 66
2023
Q2 		$1.07M Buy
5,566
+117
+2% +$22.9K 0.51% 57
2023
Q1 		$1.06M Buy
5,449
+803
+17% +$169K 0.54% 58
2022
Q4 		$1.02M Buy
4,646
+456
+11% +$94.9K 0.59% 44
2022
Q3 		$762K Buy
4,190
+1,163
+38% +$221K 0.54% 47
2022
Q2 		$595K Buy
3,027
+446
+17% +$91.9K 0.43% 46
2022
Q1 		$552K Buy
2,581
+543
+27% +$110K 0.34% 47
2021
Q4 		$394K Buy
+2,038
New +$383K 0.26% 55

Other funds holding CB

Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Peterson Wealth Services's CB Position: Q3 2026 in Review

Peterson Wealth Services increased its Chubb (CB) stake by 4.2% in Q3 2026, buying an estimated $177K and bringing the position to 12,590 shares worth $4.09M. The position accounts for 0.86% of the portfolio, ranked #28.

Peterson Wealth Services first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.12M in Q2 2026. 876 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Peterson Wealth Services held 12,590 shares of Chubb worth $4.09M as of Q3 2026.
  • Peterson Wealth Services bought 512 Chubb shares in Q3 2026, an estimated $177K.
  • Chubb made up 0.86% of Peterson Wealth Services's portfolio in Q3 2026, its #28 holding.
  • Peterson Wealth Services first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Chubb position peaked at $4.12M in Q2 2026.
  • 876 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.