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Tactive Advisors’s Chubb CB Stock Holding History

Tactive 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 		– Sell
-643
Closed -$219K – 294
2026
Q2 		$219K Sell
643
-2
-0.3% -$652 0.05% 250
2026
Q1 		$210K Sell
645
-43
-6% -$13.8K 0.06% 241
2025
Q4 		$215K Sell
688
-193
-22% -$56.4K 0.06% 224
2025
Q3 		$249K Buy
881
+144
+20% +$39.6K 0.07% 217
2025
Q2 		$214K Buy
+737
New +$212K 0.07% 204

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

Tactive Advisors's CB Position: Q3 2026 in Review

Tactive Advisors sold out of Chubb (CB) in Q3 2026, closing a stake of 643 shares — an estimated $219K sold.

Tactive Advisors first reported a position in CB in Q2 2025 and held it in 5 quarters. The position peaked at $249K in Q3 2025. 229 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Tactive Advisors reported no remaining Chubb position as of Q3 2026 after selling out during the quarter.
  • Tactive Advisors sold 643 Chubb shares in Q3 2026, an estimated $219K.
  • Tactive Advisors first reported a position in Chubb in Q2 2025 and held it in 5 quarters.
  • Tactive Advisors's Chubb position peaked at $249K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.