Schneider Downs Wealth Management Advisors’s Chubb CB Stock Holding History

Schneider Downs Wealth Management 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	$274K	Buy	843 +21	+3%	+$7.25K	0.03%	145
2026 Q2	$280K	Hold	822	–	–	0.03%	141
2026 Q1	$268K	Hold	822	–	–	0.03%	133
2025 Q4	$256K	Buy	+822	New	+$240K	0.03%	136
2022 Q4	–	Sell	-1,312	Closed	-$239K	–	119
2022 Q3	$239K	Hold	1,312	–	–	0.07%	111
2022 Q2	$258K	Hold	1,312	–	–	0.07%	108
2022 Q1	$281K	Buy	1,312 +151	+13%	+$30.7K	0.07%	112
2021 Q4	$224K	Hold	1,161	–	–	0.05%	143
2021 Q3	$201K	Buy	+1,161	New	+$204K	0.05%	143

Other funds holding CB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's CB Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors increased its Chubb (CB) stake by 2.6% in Q3 2026, buying an estimated $7.25K and bringing the position to 843 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #145.

Schneider Downs Wealth Management Advisors first reported a position in CB in Q3 2021 and has held it in 9 quarters since. The position peaked at $281K in Q1 2022. 1,648 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Schneider Downs Wealth Management Advisors held 843 shares of Chubb worth $274K as of Q3 2026.
Schneider Downs Wealth Management Advisors bought 21 Chubb shares in Q3 2026, an estimated $7.25K.
Chubb made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #145 holding.
Schneider Downs Wealth Management Advisors first reported a position in Chubb in Q3 2021 and has held it in 9 quarters since.
Schneider Downs Wealth Management Advisors's Chubb position peaked at $281K in Q1 2022.
1,648 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.