Root Financial Partners
CB icon

Root Financial Partners’s Chubb CB Stock Holding History

Root Financial 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 		$513K Buy
1,576
+126
+9% +$43.5K 0.02% 218
2026
Q2 		$494K Buy
1,450
+302
+26% +$98.5K 0.02% 197
2026
Q1 		$374K Buy
1,148
+746
+186% +$239K 0.02% 210
2025
Q4 		$125K Sell
402
-495
-55% -$145K 0.01% 395
2025
Q3 		$253K Buy
897
+86
+11% +$23.7K 0.02% 235
2025
Q2 		$235K Buy
+811
New +$233K 0.02% 220

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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

Root Financial Partners's CB Position: Q3 2026 in Review

Root Financial Partners increased its Chubb (CB) stake by 8.7% in Q3 2026, buying an estimated $43.5K and bringing the position to 1,576 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #218.

Root Financial Partners first reported a position in CB in Q2 2025 and has held it in 6 quarters since. 876 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Root Financial Partners held 1,576 shares of Chubb worth $513K as of Q3 2026.
  • Root Financial Partners bought 126 Chubb shares in Q3 2026, an estimated $43.5K.
  • Chubb made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #218 holding.
  • Root Financial Partners first reported a position in Chubb in Q2 2025 and has held it in 6 quarters since.
  • 876 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.