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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CB Position History
Chubb Limited • Insurance
Quarters held
5
Latest value
$255.7M
Q3 2026
Peak value
$255.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $96.9M |
| Q4 2025 | $125M |
| Q1 2026 | $98.5M |
| Q2 2026 | $207M |
| Q3 2026 | $255.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $255.7M | 803.0K | — | — |
| Q2 2026 | $207M | 649.0K | — | — |
| Q1 2026 | $98.5M | 347.3K | — | — |
| Q4 2025 | $125M | 406.4K | — | — |
| Q3 2025 | $96.9M | 335.0K | — | — |
Other funds holding CB
$11.7B
$11.2B
$10.7B
$10.5B
$10.1B
$9.3B