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Roxbury Financial’s Chubb CB Stock Holding History

Roxbury Financial’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 		$1.8M Sell
5,521
-40
-0.7% -$13.8K 1.38% 18
2026
Q2 		$1.9M Buy
5,561
+78
+1% +$25.4K 1.5% 16
2026
Q1 		$1.79M Sell
5,483
-11
-0.2% -$3.53K 1.61% 17
2025
Q4 		$1.71M Buy
5,494
+6
+0.1% +$1.75K 1.54% 17
2025
Q3 		$1.55M Sell
5,488
-45
-0.8% -$12.4K 1.43% 20
2025
Q2 		$1.6M Sell
5,533
-820
-13% -$236K 1.56% 17
2025
Q1 		$1.81M Sell
6,353
-360
-5% -$100K 1.77% 15
2024
Q4 		$1.94M Buy
+6,713
New +$1.91M 1.87% 15

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Roxbury Financial's CB Position: Q3 2026 in Review

Roxbury Financial reduced its Chubb (CB) stake by 0.72% in Q3 2026, selling an estimated $13.8K and leaving 5,521 shares worth $1.8M. The position accounts for 1.38% of the portfolio, ranked #18.

Roxbury Financial first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2024. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Roxbury Financial held 5,521 shares of Chubb worth $1.8M as of Q3 2026.
  • Roxbury Financial sold 40 Chubb shares in Q3 2026, an estimated $13.8K.
  • Chubb made up 1.38% of Roxbury Financial's portfolio in Q3 2026, its #18 holding.
  • Roxbury Financial first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Chubb position peaked at $1.94M in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.