VisionPoint Advisory Group’s Chubb CB Stock Holding History

VisionPoint Advisory Group’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	$961K	Sell	2,956 -449	-13%	-$155K	0.15%	150
2026 Q2	$1.16M	Sell	3,405 -81	-2%	-$26.4K	0.19%	123
2026 Q1	$1.14M	Buy	3,486 +57	+2%	+$18.3K	0.21%	110
2025 Q4	$1.07M	Sell	3,429 -147	-4%	-$43K	0.21%	111
2025 Q3	$1.01M	Buy	3,576 +55	+2%	+$15.1K	0.2%	121
2025 Q2	$1.02M	Buy	3,521 +183	+5%	+$52.7K	0.22%	112
2025 Q1	$1.01M	Buy	3,338 +490	+17%	+$136K	0.35%	71
2024 Q4	$776K	Sell	2,848 -190	-6%	-$54K	0.27%	95
2024 Q3	$876K	Sell	3,038 -362	-11%	-$99.2K	0.3%	89
2024 Q2	$867K	Sell	3,400 -187	-5%	-$48K	0.31%	82
2024 Q1	$929K	Sell	3,587 -3,073	-46%	-$756K	0.34%	81
2023 Q4	$1.51M	Buy	6,660 +127	+2%	+$27.8K	0.56%	53
2023 Q3	$1.36M	Buy	+6,533	New	+$1.32M	0.58%	51

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

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 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

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

VisionPoint Advisory Group's CB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Chubb (CB) stake by 13% in Q3 2026, selling an estimated $155K and leaving 2,956 shares worth $961K. The position accounts for 0.15% of the portfolio, ranked #150.

VisionPoint Advisory Group first reported a position in CB in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2023. 498 funds tracked by Wall St. Rank hold CB as of Q3 2026.

VisionPoint Advisory Group held 2,956 shares of Chubb worth $961K as of Q3 2026.
VisionPoint Advisory Group sold 449 Chubb shares in Q3 2026, an estimated $155K.
Chubb made up 0.15% of VisionPoint Advisory Group's portfolio in Q3 2026, its #150 holding.
VisionPoint Advisory Group first reported a position in Chubb in Q3 2023 and has held it in 13 quarters since.
VisionPoint Advisory Group's Chubb position peaked at $1.51M in Q4 2023.
498 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.