Triad Wealth Partners
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Triad Wealth Partners’s Chubb CB Stock Holding History

Triad Wealth Partners’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 		$904K Buy
2,779
+4
+0.1% +$1.38K 0.05% 221
2026
Q2 		$966K Buy
2,775
+417
+18% +$136K 0.06% 209
2026
Q1 		$769K Buy
2,358
+59
+3% +$18.9K 0.06% 205
2025
Q4 		$718K Buy
2,299
+162
+8% +$47.4K 0.07% 194
2025
Q3 		$603K Buy
2,137
+10
+0.5% +$2.75K 0.08% 176
2025
Q2 		$616K Buy
+2,127
New +$612K 0.12% 128
2024
Q3 		– Sell
-146
Closed -$37.2K – 186
2024
Q2 		$37.2K Buy
+146
New +$37.5K 0.02% 269

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Triad Wealth Partners's CB Position: Q3 2026 in Review

Triad Wealth Partners increased its Chubb (CB) stake by 0.14% in Q3 2026, buying an estimated $1.38K and bringing the position to 2,779 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #221.

Triad Wealth Partners first reported a position in CB in Q2 2024 and has held it in 7 quarters since. The position peaked at $966K in Q2 2026. 1,254 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Triad Wealth Partners held 2,779 shares of Chubb worth $904K as of Q3 2026.
  • Triad Wealth Partners bought 4 Chubb shares in Q3 2026, an estimated $1.38K.
  • Chubb made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #221 holding.
  • Triad Wealth Partners first reported a position in Chubb in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Chubb position peaked at $966K in Q2 2026.
  • 1,254 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.