VVP
CB icon

Venture Visionary Partners’s Chubb CB Stock Holding History

Venture Visionary 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 		$13.3M Buy
41,028
+1,391
+4% +$480K 0.35% 75
2026
Q2 		$13.5M Buy
39,637
+29
+0.1% +$9.46K 0.38% 71
2026
Q1 		$12.9M Sell
39,608
-363
-0.9% -$116K 0.43% 61
2025
Q4 		$12.5M Buy
39,971
+2,067
+5% +$604K 0.41% 63
2025
Q3 		$10.7M Buy
37,904
+522
+1% +$144K 0.37% 70
2025
Q2 		$10.8M Buy
37,382
+1,032
+3% +$297K 0.41% 60
2025
Q1 		$11M Buy
36,350
+4,749
+15% +$1.32M 0.46% 55
2024
Q4 		$8.73M Buy
31,601
+9,120
+41% +$2.59M 0.37% 71
2024
Q3 		$6.48M Buy
22,481
+1,057
+5% +$290K 0.28% 91
2024
Q2 		$5.46M Buy
21,424
+15,955
+292% +$4.1M 0.25% 107
2024
Q1 		$1.42M Sell
5,469
-477
-8% -$117K 0.07% 229
2023
Q4 		$1.34M Sell
5,946
-173
-3% -$37.8K 0.07% 223
2023
Q3 		$1.27M Hold
6,119
– – 0.08% 213
2023
Q2 		$1.18M Sell
6,119
-477
-7% -$93.5K 0.07% 220
2023
Q1 		$1.28M Sell
6,596
-22
-0.3% -$4.62K 0.08% 203
2022
Q4 		$1.46M Buy
6,618
+458
+7% +$95.3K 0.11% 170
2022
Q3 		$1.12M Buy
6,160
+41
+0.7% +$7.79K 0.09% 182
2022
Q2 		$1.2M Buy
6,119
+41
+0.7% +$8.45K 0.09% 176
2022
Q1 		$1.3M Sell
6,078
-113
-2% -$23K 0.09% 185
2021
Q4 		$1.2M Buy
6,191
+121
+2% +$22.7K 0.08% 205
2021
Q3 		$1.05M Sell
6,070
-942
-13% -$165K 0.07% 213
2021
Q2 		$1.11M Sell
7,012
-1,088
-13% -$180K 0.09% 191
2021
Q1 		$1.28M Sell
8,100
-721
-8% -$116K 0.11% 169
2020
Q4 		$1.36M Buy
8,821
+5,062
+135% +$710K 0.15% 117
2020
Q3 		$436K Buy
3,759
+251
+7% +$31.5K 0.11% 113
2020
Q2 		$444K Sell
3,508
-119
-3% -$13.8K 0.13% 101
2020
Q1 		$405K Buy
3,627
+272
+8% +$39K 0.15% 92
2019
Q4 		$522K Buy
+3,355
New +$513K 0.16% 88

Other funds holding CB

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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Venture Visionary Partners's CB Position: Q3 2026 in Review

Venture Visionary Partners increased its Chubb (CB) stake by 3.5% in Q3 2026, buying an estimated $480K and bringing the position to 41,028 shares worth $13.3M. The position accounts for 0.35% of the portfolio, ranked #75.

Venture Visionary Partners first reported a position in CB in Q4 2019 and has held it in 28 quarters since. The position peaked at $13.5M in Q2 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Venture Visionary Partners held 41,028 shares of Chubb worth $13.3M as of Q3 2026.
  • Venture Visionary Partners bought 1,391 Chubb shares in Q3 2026, an estimated $480K.
  • Chubb made up 0.35% of Venture Visionary Partners's portfolio in Q3 2026, its #75 holding.
  • Venture Visionary Partners first reported a position in Chubb in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's Chubb position peaked at $13.5M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.