Seed 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
– Sell
-785
Closed -$267K – 84
2026
Q2
$267K Hold
785
– – 0.17% 81
2026
Q1
$256K Sell
785
-10
-1% -$3.21K 0.18% 83
2025
Q4
$248K Hold
795
– – 0.17% 88
2025
Q3
$224K Sell
795
-110
-12% -$30.3K 0.16% 99
2025
Q2
$262K Hold
905
– – 0.2% 121
2025
Q1
$273K Hold
905
– – 0.22% 112
2024
Q4
$250K Hold
905
– – 0.2% 123
2024
Q3
$261K Hold
905
– – 0.21% 127
2024
Q2
$231K Hold
905
– – 0.2% 128
2024
Q1
$233K Hold
905
– – 0.22% 123
2023
Q4
$206K Buy
+905
New +$198K 0.21% 136

Other funds holding CB

Seed Wealth Management's CB Position: Q3 2026 in Review

Seed Wealth Management sold out of Chubb (CB) in Q3 2026, closing a stake of 785 shares — an estimated $267K sold.

Seed Wealth Management first reported a position in CB in Q4 2023 and held it in 11 quarters. The position peaked at $273K in Q1 2025. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Seed Wealth Management reported no remaining Chubb position as of Q3 2026 after selling out during the quarter.
  • Seed Wealth Management sold 785 Chubb shares in Q3 2026, an estimated $267K.
  • Seed Wealth Management first reported a position in Chubb in Q4 2023 and held it in 11 quarters.
  • Seed Wealth Management's Chubb position peaked at $273K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.