SRS
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Strong Retirement Solutions’s Chubb CB Stock Holding History

Strong Retirement Solutions’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 		$470K Sell
1,445
-4
-0.3% -$1.38K 0.26% 63
2026
Q2 		$494K Sell
1,449
-854
-37% -$279K 0.3% 57
2026
Q1 		$751K Sell
2,303
-569
-20% -$183K 0.53% 54
2025
Q4 		$896K Buy
+2,872
New +$840K 0.6% 52

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Strong Retirement Solutions's CB Position: Q3 2026 in Review

Strong Retirement Solutions reduced its Chubb (CB) stake by 0.28% in Q3 2026, selling an estimated $1.38K and leaving 1,445 shares worth $470K. The position accounts for 0.26% of the portfolio, ranked #63.

Strong Retirement Solutions first reported a position in CB in Q4 2025 and has held it in 4 quarters since. The position peaked at $896K in Q4 2025. 229 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Strong Retirement Solutions held 1,445 shares of Chubb worth $470K as of Q3 2026.
  • Strong Retirement Solutions sold 4 Chubb shares in Q3 2026, an estimated $1.38K.
  • Chubb made up 0.26% of Strong Retirement Solutions's portfolio in Q3 2026, its #63 holding.
  • Strong Retirement Solutions first reported a position in Chubb in Q4 2025 and has held it in 4 quarters since.
  • Strong Retirement Solutions's Chubb position peaked at $896K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.