WPA
CB icon

Wealth Preservation Advisors’s Chubb CB Stock Holding History

Wealth Preservation Advisors’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 		$207K Buy
+635
New +$219K 0.1% 112
2026
Q2 		– Sell
-301
Closed -$98.1K – 220
2026
Q1 		$98.1K Sell
301
-35
-10% -$11.2K 0.08% 101
2025
Q4 		$105K Hold
336
– – 0.05% 137
2025
Q3 		$94.8K Sell
336
-4
-1% -$1.1K 0.06% 134
2025
Q2 		$98.5K Hold
340
– – 0.06% 132
2025
Q1 		$103K Buy
+340
New +$94.5K 0.07% 118

Other funds holding CB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $513M AUM 14.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Wealth Preservation Advisors's CB Position: Q3 2026 in Review

Wealth Preservation Advisors opened a new position in Chubb (CB) in Q3 2026: 635 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in CB as recently as Q1 2026.

Wealth Preservation Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 1,235 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Wealth Preservation Advisors held 635 shares of Chubb worth $207K as of Q3 2026.
  • Chubb was a new Wealth Preservation Advisors position in Q3 2026.
  • Chubb made up 0.1% of Wealth Preservation Advisors's portfolio in Q3 2026, its #112 holding.
  • Wealth Preservation Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.