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Vista Investment Partners’s Chubb CB Stock Holding History

Vista Investment 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 		$4.29M Sell
13,187
-138
-1% -$47.6K 1.12% 35
2026
Q2 		$4.54M Sell
13,325
-165
-1% -$53.8K 1.14% 32
2026
Q1 		$4.4M Buy
13,490
+377
+3% +$121K 1.16% 29
2025
Q4 		$4.09M Buy
13,113
+126
+1% +$36.8K 1.07% 36
2025
Q3 		$3.67M Buy
12,987
+96
+0.7% +$26.4K 1.02% 36
2025
Q2 		$3.73M Buy
12,891
+63
+0.5% +$18.1K 1.08% 38
2025
Q1 		$3.87M Buy
12,828
+246
+2% +$68.4K 1.18% 33
2024
Q4 		$3.48M Buy
12,582
+351
+3% +$99.7K 1.08% 37
2024
Q3 		$3.53M Buy
12,231
+124
+1% +$34K 1.13% 35
2024
Q2 		$3.09M Buy
12,107
+132
+1% +$33.9K 1.03% 34
2024
Q1 		$3.1M Buy
11,975
+4,335
+57% +$1.07M 1.06% 35
2023
Q4 		$1.73M Buy
+7,640
New +$1.67M 0.63% 50

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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

Vista Investment Partners's CB Position: Q3 2026 in Review

Vista Investment Partners reduced its Chubb (CB) stake by 1% in Q3 2026, selling an estimated $47.6K and leaving 13,187 shares worth $4.29M. The position accounts for 1.12% of the portfolio, ranked #35.

Vista Investment Partners first reported a position in CB in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.54M in Q2 2026. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Vista Investment Partners held 13,187 shares of Chubb worth $4.29M as of Q3 2026.
  • Vista Investment Partners sold 138 Chubb shares in Q3 2026, an estimated $47.6K.
  • Chubb made up 1.12% of Vista Investment Partners's portfolio in Q3 2026, its #35 holding.
  • Vista Investment Partners first reported a position in Chubb in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Chubb position peaked at $4.54M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.