SeaCrest Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $332K | Buy |
1,020
+17
| +2% | +$5.87K | 0.04% | 386 |
|
|
2026
Q2 | $342K | Sell |
1,003
-1,189
| -54% | -$388K | 0.04% | 384 |
|
|
2026
Q1 | $714K | Sell |
2,192
-192
| -8% | -$61.6K | 0.08% | 238 |
|
|
2025
Q4 | $731K | Sell |
2,384
-305
| -11% | -$89.2K | 0.07% | 243 |
|
|
2025
Q3 | $772K | Sell |
2,689
-43
| -2% | -$11.8K | 0.08% | 226 |
|
|
2025
Q2 | $792K | Buy |
2,732
+53
| +2% | +$15.3K | 0.09% | 217 |
|
|
2025
Q1 | $809K | Sell |
2,679
-105
| -4% | -$29.2K | 0.09% | 216 |
|
|
2024
Q4 | $769K | Sell |
2,784
-4
| -0.1% | -$1.14K | 0.08% | 233 |
|
|
2024
Q3 | $804K | Buy |
2,788
+208
| +8% | +$57K | 0.09% | 229 |
|
|
2024
Q2 | $658K | Buy |
2,580
+30
| +1% | +$7.7K | 0.07% | 260 |
|
|
2024
Q1 | $661K | Sell |
2,550
-121
| -5% | -$29.8K | 0.08% | 260 |
|
|
2023
Q4 | $608K | Buy |
2,671
+116
| +5% | +$25.4K | 0.08% | 269 |
|
|
2023
Q3 | $532K | Sell |
2,555
-19
| -0.7% | -$3.84K | 0.07% | 285 |
|
|
2023
Q2 | $496K | Sell |
2,574
-59
| -2% | -$11.6K | 0.06% | 322 |
|
|
2023
Q1 | $511K | Buy |
2,633
+47
| +2% | +$9.9K | 0.07% | 317 |
|
|
2022
Q4 | $570K | Sell |
2,586
-3
| -0.1% | -$624 | 0.08% | 286 |
|
|
2022
Q3 | $471K | Buy |
2,589
+355
| +16% | +$67.4K | 0.07% | 311 |
|
|
2022
Q2 | $439K | Buy |
2,234
+17
| +0.8% | +$3.5K | 0.06% | 359 |
|
|
2022
Q1 | $474K | Buy |
2,217
+210
| +10% | +$42.7K | 0.05% | 371 |
|
|
2021
Q4 | $388K | Buy |
2,007
+23
| +1% | +$4.32K | 0.04% | 431 |
|
|
2021
Q3 | $344K | Buy |
1,984
+90
| +5% | +$15.8K | 0.04% | 457 |
|
|
2021
Q2 | $301K | Buy |
1,894
+75
| +4% | +$12.4K | 0.04% | 496 |
|
|
2021
Q1 | $287K | Sell |
1,819
-705
| -28% | -$114K | 0.04% | 494 |
|
|
2020
Q4 | $388K | Buy |
2,524
+52
| +2% | +$7.29K | 0.05% | 355 |
|
|
2020
Q3 | $287K | Buy |
2,472
+134
| +6% | +$16.8K | 0.05% | 408 |
|
|
2020
Q2 | $296K | Sell |
2,338
-226
| -9% | -$26.2K | 0.05% | 386 |
|
|
2020
Q1 | $286K | Sell |
2,564
-95
| -4% | -$13.6K | 0.06% | 333 |
|
|
2019
Q4 | $414K | Buy |
2,659
+167
| +7% | +$25.6K | 0.07% | 322 |
|
|
2019
Q3 | $402K | Sell |
2,492
-213
| -8% | -$33K | 0.08% | 319 |
|
|
2019
Q2 | $398K | Sell |
2,705
-194
| -7% | -$28K | 0.08% | 300 |
|
|
2019
Q1 | $406K | Sell |
2,899
-2,471
| -46% | -$329K | 0.07% | 284 |
|
|
2018
Q4 | $694K | Sell |
5,370
-291
| -5% | -$37.6K | 0.14% | 155 |
|
|
2018
Q3 | $757K | Buy |
5,661
+351
| +7% | +$47.5K | 0.13% | 163 |
|
|
2018
Q2 | $674K | Buy |
5,310
+74
| +1% | +$9.8K | 0.12% | 177 |
|
|
2018
Q1 | $716K | Sell |
5,236
-5
| -0.1% | -$724 | 0.13% | 156 |
|
|
2017
Q4 | $766K | Buy |
+5,241
| New | +$783K | 0.14% | 141 |
|
Other funds holding CB
SeaCrest Wealth Management's CB Position: Q3 2026 in Review
SeaCrest Wealth Management increased its Chubb (CB) stake by 1.7% in Q3 2026, buying an estimated $5.87K and bringing the position to 1,020 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #386.
SeaCrest Wealth Management first reported a position in CB in Q4 2017 and has held it in 36 quarters since. The position peaked at $809K in Q1 2025. 566 funds tracked by Wall St. Rank hold CB as of Q3 2026.
- SeaCrest Wealth Management held 1,020 shares of Chubb worth $332K as of Q3 2026.
- SeaCrest Wealth Management bought 17 Chubb shares in Q3 2026, an estimated $5.87K.
- Chubb made up 0.04% of SeaCrest Wealth Management's portfolio in Q3 2026, its #386 holding.
- SeaCrest Wealth Management first reported a position in Chubb in Q4 2017 and has held it in 36 quarters since.
- SeaCrest Wealth Management's Chubb position peaked at $809K in Q1 2025.
- 566 funds tracked by Wall St. Rank held Chubb as of Q3 2026.
Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.