Thrive Wealth Management’s Chubb CB Stock Holding History

Thrive 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	$240K	Sell	738 -26	-3%	-$8.98K	0.03%	227
2026 Q2	$260K	Sell	764 -30	-4%	-$9.8K	0.03%	216
2026 Q1	$259K	Buy	794 +4	+0.5%	+$1.28K	0.04%	195
2025 Q4	$247K	Buy	790 +42	+6%	+$12.3K	0.04%	205
2025 Q3	$211K	Buy	748 +10	+1%	+$2.75K	0.03%	222
2025 Q2	$214K	Sell	738 -7	-0.9%	-$2.01K	0.03%	219
2025 Q1	$225K	Sell	745 -56	-7%	-$15.6K	0.04%	198
2024 Q4	$221K	Sell	801 -33	-4%	-$9.37K	0.04%	184
2024 Q3	$241K	Sell	834 -8	-1%	-$2.19K	0.04%	193
2024 Q2	$215K	Buy	842 +25	+3%	+$6.42K	0.04%	195
2024 Q1	$212K	Buy	+817	New	+$201K	0.04%	200

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Thrive Wealth Management reduced its Chubb (CB) stake by 3.4% in Q3 2026, selling an estimated $8.98K and leaving 738 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #227.

Thrive Wealth Management first reported a position in CB in Q1 2024 and has held it in 11 quarters since. The position peaked at $260K in Q2 2026. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Thrive Wealth Management held 738 shares of Chubb worth $240K as of Q3 2026.
Thrive Wealth Management sold 26 Chubb shares in Q3 2026, an estimated $8.98K.
Chubb made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #227 holding.
Thrive Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 11 quarters since.
Thrive Wealth Management's Chubb position peaked at $260K in Q2 2026.
610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

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