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Wedmont Private Capital’s Chubb CB Stock Holding History

Wedmont Private Capital’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 		$2.04M Buy
5,932
+189
+3% +$65.3K 0.05% 204
2026
Q2 		$2M Buy
5,743
+359
+7% +$117K 0.05% 188
2026
Q1 		$1.79M Buy
5,384
+140
+3% +$44.9K 0.06% 184
2025
Q4 		$1.61M Sell
5,244
-108
-2% -$31.6K 0.06% 194
2025
Q3 		$1.55M Sell
5,352
-885
-14% -$244K 0.06% 201
2025
Q2 		$1.75M Buy
6,237
+272
+5% +$78.3K 0.07% 167
2025
Q1 		$1.69M Sell
5,965
-26
-0.4% -$7.22K 0.09% 139
2024
Q4 		$1.54M Buy
5,991
+733
+14% +$208K 0.08% 146
2024
Q3 		$1.46M Buy
5,258
+139
+3% +$38.1K 0.08% 148
2024
Q2 		$1.32M Buy
5,119
+538
+12% +$138K 0.08% 150
2024
Q1 		$1.14M Buy
4,581
+218
+5% +$53.6K 0.08% 163
2023
Q4 		$987K Buy
4,363
+630
+17% +$138K 0.08% 166
2023
Q3 		$786K Buy
3,733
+480
+15% +$97K 0.08% 165
2023
Q2 		$613K Buy
3,253
+586
+22% +$115K 0.07% 206
2023
Q1 		$523K Sell
2,667
-246
-8% -$51.7K 0.07% 217
2022
Q4 		$667K Buy
2,913
+320
+12% +$66.6K 0.1% 156
2022
Q3 		$472K Buy
2,593
+746
+40% +$142K 0.09% 170
2022
Q2 		$363K Buy
1,847
+62
+3% +$12.8K 0.08% 193
2022
Q1 		$381K Buy
1,785
+760
+74% +$154K 0.09% 182
2021
Q4 		$202K Buy
+1,025
New +$193K 0.06% 234

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Wedmont Private Capital's CB Position: Q3 2026 in Review

Wedmont Private Capital increased its Chubb (CB) stake by 3.3% in Q3 2026, buying an estimated $65.3K and bringing the position to 5,932 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #204.

Wedmont Private Capital first reported a position in CB in Q4 2021 and has held it in 20 quarters since. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Wedmont Private Capital held 5,932 shares of Chubb worth $2.04M as of Q3 2026.
  • Wedmont Private Capital bought 189 Chubb shares in Q3 2026, an estimated $65.3K.
  • Chubb made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #204 holding.
  • Wedmont Private Capital first reported a position in Chubb in Q4 2021 and has held it in 20 quarters since.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.