Pines Wealth Management
CB icon

Pines Wealth Management’s Chubb CB Stock Holding History

Pines Wealth Management’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 		$233K Sell
717
-136
-16% -$47K 0.07% 207
2026
Q2 		$291K Buy
853
+215
+34% +$70.1K 0.08% 185
2026
Q1 		$208K Buy
+638
New +$205K 0.07% 212

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Pines Wealth Management's CB Position: Q3 2026 in Review

Pines Wealth Management reduced its Chubb (CB) stake by 16% in Q3 2026, selling an estimated $47K and leaving 717 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #207.

Pines Wealth Management first reported a position in CB in Q1 2026 and has held it in 3 quarters since. The position peaked at $291K in Q2 2026. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Pines Wealth Management held 717 shares of Chubb worth $233K as of Q3 2026.
  • Pines Wealth Management sold 136 Chubb shares in Q3 2026, an estimated $47K.
  • Chubb made up 0.07% of Pines Wealth Management's portfolio in Q3 2026, its #207 holding.
  • Pines Wealth Management first reported a position in Chubb in Q1 2026 and has held it in 3 quarters since.
  • Pines Wealth Management's Chubb position peaked at $291K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

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