Wealth Quarterback
CB icon

Wealth Quarterback’s Chubb CB Stock Holding History

Wealth Quarterback’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 		$1.41M Sell
4,331
-811
-16% -$280K 0.43% 43
2026
Q2 		$1.75M Buy
5,142
+68
+1% +$22.2K 0.54% 39
2026
Q1 		$1.65M Buy
5,074
+22
+0.4% +$7.06K 0.65% 35
2025
Q4 		$1.58M Buy
5,052
+2
+0% +$585 0.57% 35
2025
Q3 		$1.43M Sell
5,050
-394
-7% -$108K 0.55% 38
2025
Q2 		$1.58M Sell
5,444
-4
-0.1% -$1.15K 0.75% 31
2025
Q1 		$1.65M Sell
5,448
-282
-5% -$78.4K 0.93% 23
2024
Q4 		$1.58M Buy
5,730
+82
+1% +$23.3K 0.74% 26
2024
Q3 		$1.63M Sell
5,648
-762
-12% -$209K 0.85% 22
2024
Q2 		$1.64M Buy
6,410
+1,135
+22% +$291K 0.93% 21
2024
Q1 		$1.37M Buy
5,275
+2,066
+64% +$508K 0.76% 23
2023
Q4 		$725K Buy
3,209
+13
+0.4% +$2.84K 0.44% 53
2023
Q3 		$665K Buy
3,196
+14
+0.4% +$2.83K 0.58% 43
2023
Q2 		$613K Buy
+3,182
New +$623K 0.42% 46
2021
Q3 		$149K Buy
859
+80
+10% +$14K 0.1% 129
2021
Q2 		$124K Buy
+779
New +$129K 0.08% 153
2020
Q2 		– Sell
-149
Closed -$16.6K – 203
2020
Q1 		$16.6K Sell
149
-581
-80% -$83.3K 0.02% 375
2019
Q4 		$33.2K Buy
+730
New +$112K 0.03% 289

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Quarterback's CB Position: Q3 2026 in Review

Wealth Quarterback reduced its Chubb (CB) stake by 16% in Q3 2026, selling an estimated $280K and leaving 4,331 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #43.

Wealth Quarterback first reported a position in CB in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.75M in Q2 2026. 633 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Wealth Quarterback held 4,331 shares of Chubb worth $1.41M as of Q3 2026.
  • Wealth Quarterback sold 811 Chubb shares in Q3 2026, an estimated $280K.
  • Chubb made up 0.43% of Wealth Quarterback's portfolio in Q3 2026, its #43 holding.
  • Wealth Quarterback first reported a position in Chubb in Q4 2019 and has held it in 18 quarters since.
  • Wealth Quarterback's Chubb position peaked at $1.75M in Q2 2026.
  • 633 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

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