Toth Financial Advisory’s Chubb CB Stock Holding History

Toth Financial Advisory’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	$24.4K	Buy	75 +10	+15%	+$3.45K	﹤0.01%	483
2026 Q2	$22.1K	Hold	65	–	–	﹤0.01%	494
2026 Q1	$21.2K	Hold	65	–	–	﹤0.01%	478
2025 Q4	$20.3K	Hold	65	–	–	﹤0.01%	481
2025 Q3	$18.3K	Sell	65 -5	-7%	-$1.38K	﹤0.01%	475
2025 Q2	$20.3K	Buy	70 +5	+8%	+$1.44K	﹤0.01%	430
2025 Q1	$19.6K	Hold	65	–	–	﹤0.01%	403
2024 Q4	$18K	Hold	65	–	–	﹤0.01%	410
2024 Q3	$18.7K	Hold	65	–	–	﹤0.01%	396
2024 Q2	$16.6K	Hold	65	–	–	﹤0.01%	412
2024 Q1	$16.8K	Sell	65 -1,369	-95%	-$337K	﹤0.01%	399
2023 Q4	$324K	Buy	1,434 +1,350	+1,607%	+$295K	0.04%	185
2023 Q3	$17.5K	Buy	+84	New	+$17K	﹤0.01%	390
2023 Q2	–	Sell	-18	Closed	-$3.5K	–	792
2023 Q1	$3.5K	Hold	18	–	–	﹤0.01%	583
2022 Q4	$3.97K	Hold	18	–	–	﹤0.01%	527
2022 Q3	$3K	Buy	+18	New	+$3.42K	﹤0.01%	591
2020 Q3	–	Sell	-15	Closed	-$2K	–	549
2020 Q2	$2K	Buy	+15	New	+$1.74K	﹤0.01%	460

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

Toth Financial Advisory's CB Position: Q3 2026 in Review

Toth Financial Advisory increased its Chubb (CB) stake by 15% in Q3 2026, buying an estimated $3.45K and bringing the position to 75 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Toth Financial Advisory first reported a position in CB in Q2 2020 and has held it in 17 quarters since. The position peaked at $324K in Q4 2023. 525 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Toth Financial Advisory held 75 shares of Chubb worth $24.4K as of Q3 2026.
Toth Financial Advisory bought 10 Chubb shares in Q3 2026, an estimated $3.45K.
Chubb made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #483 holding.
Toth Financial Advisory first reported a position in Chubb in Q2 2020 and has held it in 17 quarters since.
Toth Financial Advisory's Chubb position peaked at $324K in Q4 2023.
525 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.