Back to CB
Heritage Wealth Management, Inc. → CB
Heritage Wealth Management, Inc. CB Position History
Chubb Limited • Insurance
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q4 2025 | $4M |
| Q1 2026 | $4.2M |
| Q2 2026 | $4.3M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 12.8K | — | — |
| Q2 2026 | $4.3M | 12.7K | — | — |
| Q1 2026 | $4.2M | 12.8K | — | — |
| Q4 2025 | $4M | 12.9K | — | — |
| Q3 2025 | $3.6M | 12.9K | — | — |
Other funds holding CB
$11.7B
$11.2B
$10.7B
$10.5B
$10.1B
$9.3B