Physician Wealth Advisors’s Chubb CB Stock Holding History

Physician Wealth Advisors’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	$143K	Buy	440 +15	+4%	+$5.18K	0.02%	266
2026 Q2	$145K	Buy	425 +11	+3%	+$3.59K	0.02%	262
2026 Q1	$135K	Buy	414 +40	+11%	+$12.8K	0.02%	237
2025 Q4	$117K	Buy	374 +66	+21%	+$19.3K	0.02%	256
2025 Q3	$86.9K	Buy	308 +2	+0.7%	+$550	0.01%	291
2025 Q2	$88.7K	Buy	306 +10	+3%	+$2.88K	0.01%	277
2025 Q1	$89.4K	Hold	296	–	–	0.02%	270
2024 Q4	$81.8K	Buy	+296	New	+$84.1K	0.01%	280

Other funds holding CB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Physician Wealth Advisors's CB Position: Q3 2026 in Review

Physician Wealth Advisors increased its Chubb (CB) stake by 3.5% in Q3 2026, buying an estimated $5.18K and bringing the position to 440 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #266.

Physician Wealth Advisors first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $145K in Q2 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Physician Wealth Advisors held 440 shares of Chubb worth $143K as of Q3 2026.
Physician Wealth Advisors bought 15 Chubb shares in Q3 2026, an estimated $5.18K.
Chubb made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #266 holding.
Physician Wealth Advisors first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Chubb position peaked at $145K in Q2 2026.
1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.