1620 Investment Advisors’s Chubb CB Stock Holding History

1620 Investment Advisors’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 Q2	$7.16K	Hold	21	–	–	﹤0.01%	525
2026 Q1	$6.84K	Hold	21	–	–	﹤0.01%	504
2025 Q4	$6.55K	Hold	21	–	–	﹤0.01%	499
2025 Q3	$5.93K	Hold	21	–	–	﹤0.01%	502
2025 Q2	$6.08K	Hold	21	–	–	﹤0.01%	511
2025 Q1	$6.34K	Hold	21	–	–	﹤0.01%	492
2024 Q4	$5.8K	Hold	21	–	–	﹤0.01%	514
2024 Q3	$6.06K	Hold	21	–	–	﹤0.01%	511
2024 Q2	$5.36K	Buy	+21	New	+$5.39K	﹤0.01%	502

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

1620 Investment Advisors's CB Position: Q2 2026 in Review

1620 Investment Advisors held its Chubb (CB) position steady in Q2 2026 at 21 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

1620 Investment Advisors first reported a position in CB in Q2 2024 and has held it in 9 quarters since. 534 funds tracked by Wall St. Rank hold CB as of Q2 2026.

1620 Investment Advisors held 21 shares of Chubb worth $7.16K as of Q2 2026.
1620 Investment Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #525 holding.
1620 Investment Advisors first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
534 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.