VestGen Advisors
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VestGen Advisors’s Chubb CB Stock Holding History

VestGen Advisors’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 		$2.67M Sell
8,206
-16
-0.2% -$5.52K 0.08% 226
2026
Q2 		$2.8M Buy
8,222
+37
+0.5% +$12.1K 0.08% 239
2026
Q1 		$2.64M Buy
8,185
+663
+9% +$213K 0.07% 245
2025
Q4 		$2.35M Sell
7,522
-518
-6% -$151K 0.1% 218
2025
Q3 		$2.27M Buy
8,040
+3,268
+68% +$899K 0.08% 232
2025
Q2 		$1.38M Buy
4,772
+1,161
+32% +$334K 0.06% 273
2025
Q1 		$1.09M Buy
+3,611
New +$1M 0.05% 297

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

VestGen Advisors's CB Position: Q3 2026 in Review

VestGen Advisors reduced its Chubb (CB) stake by 0.19% in Q3 2026, selling an estimated $5.52K and leaving 8,206 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #226.

VestGen Advisors first reported a position in CB in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2026. 1,431 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • VestGen Advisors held 8,206 shares of Chubb worth $2.67M as of Q3 2026.
  • VestGen Advisors sold 16 Chubb shares in Q3 2026, an estimated $5.52K.
  • Chubb made up 0.08% of VestGen Advisors's portfolio in Q3 2026, its #226 holding.
  • VestGen Advisors first reported a position in Chubb in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Chubb position peaked at $2.8M in Q2 2026.
  • 1,431 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.