Vest Financial
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Vest Financial’s Chubb CB Stock Holding History

Vest Financial’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 		$137M Buy
419,843
+15,394
+4% +$5.31M 1.43% 4
2026
Q2 		$138M Sell
404,449
-4,611
-1% -$1.5M 1.45% 6
2026
Q1 		$133M Buy
409,060
+8,756
+2% +$2.81M 1.6% 1
2025
Q4 		$125M Buy
400,304
+9,365
+2% +$2.74M 1.58% 1
2025
Q3 		$110M Buy
390,939
+37,343
+11% +$10.3M 1.44% 2
2025
Q2 		$102M Sell
353,596
-3,736
-1% -$1.08M 1.45% 1
2025
Q1 		$108M Buy
357,332
+34,428
+11% +$9.6M 1.68% 1
2024
Q4 		$89.2M Buy
322,904
+36,016
+13% +$10.2M 1.58% 1
2024
Q3 		$82.7M Buy
286,888
+19,691
+7% +$5.4M 1.59% 2
2024
Q2 		$68.2M Buy
267,197
+46,779
+21% +$12M 1.63% 2
2024
Q1 		$57.1M Buy
220,418
+92,998
+73% +$22.9M 1.52% 3
2023
Q4 		$28.8M Buy
127,420
+20,150
+19% +$4.41M 1.07% 44
2023
Q3 		$22.3M Buy
107,270
+48,018
+81% +$9.7M 1.22% 17
2023
Q2 		$11.3M Buy
59,252
+14,908
+34% +$2.92M 1.05% 60
2023
Q1 		$8.61M Sell
44,344
-594
-1% -$125K 1.17% 65
2022
Q4 		$9.9M Sell
44,938
-4,373
-9% -$910K 1.55% 27
2022
Q3 		$8.97M Buy
49,311
+3,518
+8% +$668K 1.7% 11
2022
Q2 		$9.06M Buy
45,793
+2,840
+7% +$585K 1.65% 21
2022
Q1 		$9.19M Buy
42,953
+6,803
+19% +$1.38M 1.67% 12
2021
Q4 		$6.99M Buy
36,150
+4,749
+15% +$892K 1.52% 43
2021
Q3 		$5.45M Buy
31,401
+7,532
+32% +$1.32M 1.66% 8
2021
Q2 		$3.79M Buy
23,869
+7,416
+45% +$1.23M 1.44% 55
2021
Q1 		$2.6M Sell
16,453
-228
-1% -$36.7K 1.49% 45
2020
Q4 		$2.57M Buy
+16,681
New +$2.34M 1.72% 4

Other funds holding CB

Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Vest Financial's CB Position: Q3 2026 in Review

Vest Financial increased its Chubb (CB) stake by 3.8% in Q3 2026, buying an estimated $5.31M and bringing the position to 419,843 shares worth $137M. The position accounts for 1.43% of the portfolio, ranked #4.

Vest Financial first reported a position in CB in Q4 2020 and has held it in 24 quarters since. The position peaked at $138M in Q2 2026. 876 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Vest Financial held 419,843 shares of Chubb worth $137M as of Q3 2026.
  • Vest Financial bought 15,394 Chubb shares in Q3 2026, an estimated $5.31M.
  • Chubb made up 1.43% of Vest Financial's portfolio in Q3 2026, its #4 holding.
  • Vest Financial first reported a position in Chubb in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's Chubb position peaked at $138M in Q2 2026.
  • 876 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.