Vontobel Holding
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Vontobel Holding’s Chubb CB Stock Holding History

Vontobel Holding’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 		$30.3M Sell
93,164
-3,488
-4% -$1.2M 0.11% 182
2026
Q2 		$32.9M Buy
96,652
+7,795
+9% +$2.54M 0.1% 177
2026
Q1 		$29M Buy
88,857
+20,567
+30% +$6.6M 0.1% 170
2025
Q4 		$21.3M Buy
68,290
+2,375
+4% +$694K 0.07% 212
2025
Q3 		$18.6M Buy
65,915
+780
+1% +$215K 0.06% 211
2025
Q2 		$18.9M Sell
65,135
-2,746
-4% -$790K 0.06% 195
2025
Q1 		$20.5M Buy
67,881
+1,796
+3% +$499K 0.07% 165
2024
Q4 		$18.3M Buy
66,085
+45,725
+225% +$13M 0.06% 167
2024
Q3 		$5.87M Buy
20,360
+534
+3% +$146K 0.02% 293
2024
Q2 		$5.06M Sell
19,826
-9,185
-32% -$2.36M 0.02% 302
2024
Q1 		$7.52M Buy
29,011
+17,746
+158% +$4.36M 0.06% 242
2023
Q4 		$2.55M Sell
11,265
-665
-6% -$145K 0.02% 396
2023
Q3 		$2.48M Buy
11,930
+3,710
+45% +$750K 0.02% 389
2023
Q2 		$1.58M Buy
8,220
+277
+3% +$54.3K 0.01% 495
2023
Q1 		$1.54M Sell
7,943
-1,176
-13% -$247K 0.01% 478
2022
Q4 		$2M Sell
9,119
-54,494
-86% -$11.3M 0.02% 407
2022
Q3 		$11.7M Sell
63,613
-48,648
-43% -$9.24M 0.14% 150
2022
Q2 		$21.8M Buy
112,261
+89,230
+387% +$18.4M 0.24% 104
2022
Q1 		$5.01M Buy
23,031
+12,450
+118% +$2.53M 0.04% 284
2021
Q4 		$2.04M Sell
10,581
-254
-2% -$47.7K 0.02% 433
2021
Q3 		$1.88M Sell
10,835
-62,336
-85% -$10.9M 0.02% 456
2021
Q2 		$11.6M Buy
+73,171
New +$12.1M 0.1% 164

Other funds holding CB

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding's CB Position: Q3 2026 in Review

Vontobel Holding reduced its Chubb (CB) stake by 3.6% in Q3 2026, selling an estimated $1.2M and leaving 93,164 shares worth $30.3M. The position accounts for 0.11% of the portfolio, ranked #182.

Vontobel Holding first reported a position in CB in Q2 2021 and has held it in 22 quarters since. The position peaked at $32.9M in Q2 2026. 990 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Vontobel Holding held 93,164 shares of Chubb worth $30.3M as of Q3 2026.
  • Vontobel Holding sold 3,488 Chubb shares in Q3 2026, an estimated $1.2M.
  • Chubb made up 0.11% of Vontobel Holding's portfolio in Q3 2026, its #182 holding.
  • Vontobel Holding first reported a position in Chubb in Q2 2021 and has held it in 22 quarters since.
  • Vontobel Holding's Chubb position peaked at $32.9M in Q2 2026.
  • 990 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.