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Three Bearings Fiduciary Advisors’s Chubb CB Stock Holding History

Three Bearings Fiduciary 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
Q2 		$5.13K Hold
15
– – ﹤0.01% 163
2026
Q1 		$4.9K Hold
15
– – ﹤0.01% 163
2025
Q4 		$4.64K Buy
+15
New +$4.39K ﹤0.01% 172

Other funds holding CB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Three Bearings Fiduciary Advisors's CB Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Chubb (CB) position steady in Q2 2026 at 15 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Three Bearings Fiduciary Advisors first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 15 shares of Chubb worth $5.13K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #163 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.