Premier Path Wealth Partners
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Premier Path Wealth Partners’s Chubb CB Stock Holding History

Premier Path 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 		$991K Buy
3,046
+22
+0.7% +$7.6K 0.12% 165
2026
Q2 		$1.03M Sell
3,024
-16
-0.5% -$5.22K 0.12% 165
2026
Q1 		$991K Buy
3,040
+104
+4% +$33.4K 0.13% 161
2025
Q4 		$916K Sell
2,936
-96
-3% -$28.1K 0.12% 167
2025
Q3 		$856K Sell
3,032
-383
-11% -$105K 0.11% 193
2025
Q2 		$989K Buy
3,415
+227
+7% +$65.3K 0.14% 172
2025
Q1 		$963K Sell
3,188
-23
-0.7% -$6.39K 0.15% 163
2024
Q4 		$887K Buy
3,211
+16
+0.5% +$4.54K 0.14% 170
2024
Q3 		$921K Hold
3,195
– – 0.15% 161
2024
Q2 		$815K Buy
3,195
+500
+19% +$128K 0.14% 164
2024
Q1 		$698K Sell
2,695
-90
-3% -$22.1K 0.13% 164
2023
Q4 		$623K Buy
+2,785
New +$609K 0.14% 164

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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Premier Path Wealth Partners's CB Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Chubb (CB) stake by 0.73% in Q3 2026, buying an estimated $7.6K and bringing the position to 3,046 shares worth $991K. The position accounts for 0.12% of the portfolio, ranked #165.

Premier Path Wealth Partners first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2026. 510 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Premier Path Wealth Partners held 3,046 shares of Chubb worth $991K as of Q3 2026.
  • Premier Path Wealth Partners bought 22 Chubb shares in Q3 2026, an estimated $7.6K.
  • Chubb made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #165 holding.
  • Premier Path Wealth Partners first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Chubb position peaked at $1.03M in Q2 2026.
  • 510 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.