Smith Salley Wealth Management
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Smith Salley Wealth Management’s Chubb CB Stock Holding History

Smith Salley Wealth Management’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 		$4.04M Buy
12,421
+245
+2% +$84.6K 0.17% 90
2026
Q2 		$4.15M Buy
12,176
+2,222
+22% +$725K 0.18% 86
2026
Q1 		$3.24M Buy
9,954
+415
+4% +$133K 0.16% 92
2025
Q4 		$2.98M Buy
9,539
+207
+2% +$60.5K 0.15% 102
2025
Q3 		$2.63M Sell
9,332
-120
-1% -$33K 0.14% 105
2025
Q2 		$2.74M Buy
9,452
+272
+3% +$78.3K 0.16% 94
2025
Q1 		$2.77M Sell
9,180
-12
-0.1% -$3.33K 0.18% 86
2024
Q4 		$2.54M Buy
9,192
+35
+0.4% +$9.9K 0.16% 89
2024
Q3 		$2.64M Buy
9,157
+185
+2% +$50.7K 0.17% 88
2024
Q2 		$2.29M Buy
8,972
+124
+1% +$31.8K 0.16% 84
2024
Q1 		$2.29M Sell
8,848
-2,089
-19% -$514K 0.18% 86
2023
Q4 		$2.47M Sell
10,937
-343
-3% -$75K 0.16% 96
2023
Q3 		$2.35M Sell
11,280
-143
-1% -$28.9K 0.17% 92
2023
Q2 		$2.2M Sell
11,423
-17
-0.1% -$3.33K 0.16% 94
2023
Q1 		$2.22M Buy
11,440
+513
+5% +$108K 0.18% 93
2022
Q4 		$2.41M Buy
10,927
+376
+4% +$78.2K 0.21% 88
2022
Q3 		$1.92M Buy
10,551
+26
+0.2% +$4.94K 0.18% 97
2022
Q2 		$2.07M Buy
10,525
+787
+8% +$162K 0.18% 98
2022
Q1 		$2.08M Buy
+9,738
New +$1.98M 0.16% 104

Other funds holding CB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Smith Salley Wealth Management's CB Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Chubb (CB) stake by 2% in Q3 2026, buying an estimated $84.6K and bringing the position to 12,421 shares worth $4.04M. The position accounts for 0.17% of the portfolio, ranked #90.

Smith Salley Wealth Management first reported a position in CB in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.15M in Q2 2026. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Smith Salley Wealth Management held 12,421 shares of Chubb worth $4.04M as of Q3 2026.
  • Smith Salley Wealth Management bought 245 Chubb shares in Q3 2026, an estimated $84.6K.
  • Chubb made up 0.17% of Smith Salley Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Smith Salley Wealth Management first reported a position in Chubb in Q1 2022 and has held it in 19 quarters since.
  • Smith Salley Wealth Management's Chubb position peaked at $4.15M in Q2 2026.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.