Wealth Advisory Solutions’s Chubb CB Stock Holding History

Wealth Advisory Solutions’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	$5.32M	Hold	16,370	–	–	1.1%	21
2026 Q2	$5.58M	Sell	16,370 -1,687	-9%	-$550K	1.15%	20
2026 Q1	$5.89M	Buy	18,057 +105	+0.6%	+$33.7K	1.31%	18
2025 Q4	$5.6M	Sell	17,952 -89	-0.5%	-$26K	1.31%	16
2025 Q3	$5.09M	Hold	18,041	–	–	1.23%	20
2025 Q2	$5.23M	Hold	18,041	–	–	1.32%	17
2025 Q1	$5.45M	Sell	18,041 -1,548	-8%	-$430K	1.44%	16
2024 Q4	$5.41M	Buy	19,589 +10,050	+105%	+$2.85M	1.52%	16
2024 Q3	$2.75M	Buy	+9,539	New	+$2.62M	0.76%	38
2020 Q3	–	Sell	-2,278	Closed	-$288K	–	181
2020 Q2	$288K	Buy	2,278 +164	+8%	+$19K	0.08%	145
2020 Q1	$236K	Buy	+2,114	New	+$303K	0.08%	139

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

Wealth Advisory Solutions's CB Position: Q3 2026 in Review

Wealth Advisory Solutions held its Chubb (CB) position steady in Q3 2026 at 16,370 shares worth $5.32M. The position accounts for 1.1% of the portfolio, ranked #21.

Wealth Advisory Solutions first reported a position in CB in Q1 2020 and has held it in 11 quarters since. The position peaked at $5.89M in Q1 2026. 498 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Wealth Advisory Solutions held 16,370 shares of Chubb worth $5.32M as of Q3 2026.
Wealth Advisory Solutions left its Chubb share count unchanged in Q3 2026.
Chubb made up 1.1% of Wealth Advisory Solutions's portfolio in Q3 2026, its #21 holding.
Wealth Advisory Solutions first reported a position in Chubb in Q1 2020 and has held it in 11 quarters since.
Wealth Advisory Solutions's Chubb position peaked at $5.89M in Q1 2026.
498 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.