Wealth Alliance
CB icon

Wealth Alliance’s Chubb CB Stock Holding History

Wealth Alliance’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 		$336K Buy
1,033
+18
+2% +$6.21K 0.03% 412
2026
Q2 		$346K Buy
1,015
+68
+7% +$22.2K 0.03% 414
2026
Q1 		$309K Buy
947
+273
+41% +$87.6K 0.03% 423
2025
Q4 		$210K Buy
+674
New +$197K 0.02% 524
2025
Q3 		– Sell
-2,851
Closed -$826K – 560
2025
Q2 		$826K Buy
2,851
+144
+5% +$41.4K 0.09% 198
2025
Q1 		$817K Sell
2,707
-416
-13% -$116K 0.1% 186
2024
Q4 		$863K Buy
3,123
+35
+1% +$9.9K 0.1% 184
2024
Q3 		$891K Sell
3,088
-1
-0% -$274 0.11% 179
2024
Q2 		$788K Sell
3,089
-277
-8% -$71.1K 0.1% 177
2024
Q1 		$872K Sell
3,366
-88
-3% -$21.6K 0.11% 179
2023
Q4 		$781K Sell
3,454
-9
-0.3% -$1.97K 0.11% 185
2023
Q3 		$721K Sell
3,463
-94
-3% -$19K 0.11% 180
2023
Q2 		$685K Sell
3,557
-2,320
-39% -$455K 0.1% 199
2023
Q1 		$1.14M Buy
5,877
+97
+2% +$20.4K 0.18% 122
2022
Q4 		$1.28M Sell
5,780
-45
-0.8% -$9.36K 0.23% 107
2022
Q3 		$1.06M Sell
5,825
-152
-3% -$28.9K 0.21% 108
2022
Q2 		$1.18M Buy
5,977
+2,790
+88% +$575K 0.23% 101
2022
Q1 		$682K Buy
3,187
+36
+1% +$7.32K 0.14% 159
2021
Q4 		$609K Buy
3,151
+41
+1% +$7.7K 0.12% 185
2021
Q3 		$540K Buy
3,110
+16
+0.5% +$2.8K 0.12% 186
2021
Q2 		$492K Buy
3,094
+33
+1% +$5.47K 0.12% 195
2021
Q1 		$484K Sell
3,061
-258
-8% -$41.6K 0.14% 181
2020
Q4 		$511K Buy
3,319
+106
+3% +$14.9K 0.15% 167
2020
Q3 		$373K Sell
3,213
-24
-0.7% -$3.02K 0.13% 183
2020
Q2 		$410K Buy
3,237
+718
+29% +$83.2K 0.16% 164
2020
Q1 		$281K Buy
+2,519
New +$361K 0.15% 171

Other funds holding CB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Alliance's CB Position: Q3 2026 in Review

Wealth Alliance increased its Chubb (CB) stake by 1.8% in Q3 2026, buying an estimated $6.21K and bringing the position to 1,033 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #412.

Wealth Alliance first reported a position in CB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.28M in Q4 2022. 1,871 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Wealth Alliance held 1,033 shares of Chubb worth $336K as of Q3 2026.
  • Wealth Alliance bought 18 Chubb shares in Q3 2026, an estimated $6.21K.
  • Chubb made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #412 holding.
  • Wealth Alliance first reported a position in Chubb in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Chubb position peaked at $1.28M in Q4 2022.
  • 1,871 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.