Riversedge Advisors
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Riversedge Advisors’s Chubb CB Stock Holding History

Riversedge 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 		$908K Buy
2,791
+431
+18% +$149K 0.11% 80
2026
Q2 		$804K Buy
2,360
+690
+41% +$225K 0.11% 78
2026
Q1 		$544K Sell
1,670
-59
-3% -$18.9K 0.09% 79
2025
Q4 		$540K Buy
1,729
+685
+66% +$200K 0.09% 74
2025
Q3 		$295K Buy
+1,044
New +$287K 0.05% 128

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Riversedge Advisors's CB Position: Q3 2026 in Review

Riversedge Advisors increased its Chubb (CB) stake by 18% in Q3 2026, buying an estimated $149K and bringing the position to 2,791 shares worth $908K. The position accounts for 0.11% of the portfolio, ranked #80.

Riversedge Advisors first reported a position in CB in Q3 2025 and has held it in 5 quarters since. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Riversedge Advisors held 2,791 shares of Chubb worth $908K as of Q3 2026.
  • Riversedge Advisors bought 431 Chubb shares in Q3 2026, an estimated $149K.
  • Chubb made up 0.11% of Riversedge Advisors's portfolio in Q3 2026, its #80 holding.
  • Riversedge Advisors first reported a position in Chubb in Q3 2025 and has held it in 5 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.