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James T. Borello RIA’s Chubb CB Stock Holding History

James T. Borello RIA’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 		$30.2K Buy
93
+19
+26% +$6.56K 0.01% 327
2026
Q2 		$25.2K Sell
74
-10
-12% -$3.26K 0.01% 358
2026
Q1 		$27.4K Buy
84
+55
+190% +$17.6K 0.01% 309
2025
Q4 		$9.05K Buy
29
+5
+21% +$1.46K ﹤0.01% 443
2025
Q3 		$6.77K Buy
+24
New +$6.6K ﹤0.01% 374

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
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

James T. Borello RIA's CB Position: Q3 2026 in Review

James T. Borello RIA increased its Chubb (CB) stake by 26% in Q3 2026, buying an estimated $6.56K and bringing the position to 93 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #327.

James T. Borello RIA first reported a position in CB in Q3 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • James T. Borello RIA held 93 shares of Chubb worth $30.2K as of Q3 2026.
  • James T. Borello RIA bought 19 Chubb shares in Q3 2026, an estimated $6.56K.
  • Chubb made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #327 holding.
  • James T. Borello RIA first reported a position in Chubb in Q3 2025 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.