AA Financial Advisors’s Chubb CB Stock Holding History

AA Financial 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	$1.57M	Sell	4,613 -646	-12%	-$211K	0.19%	83
2026 Q1	$1.71M	Buy	5,259 +286	+6%	+$91.8K	0.24%	77
2025 Q4	$1.55M	Sell	4,973 -443	-8%	-$130K	0.29%	62
2025 Q3	$1.53M	Buy	5,416 +445	+9%	+$122K	0.3%	57
2025 Q2	$1.44M	Sell	4,971 -124	-2%	-$35.7K	0.31%	59
2025 Q1	$1.54M	Buy	5,095 +53	+1%	+$14.7K	0.38%	54
2024 Q4	$1.39M	Buy	5,042 +273	+6%	+$77.5K	0.37%	57
2024 Q3	$1.38M	Buy	4,769 +355	+8%	+$97.3K	0.4%	58
2024 Q2	$1.13M	Buy	4,414 +65	+1%	+$16.7K	0.4%	62
2024 Q1	$1.13M	Buy	+4,349	New	+$1.07M	0.45%	56

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

AA Financial Advisors's CB Position: Q2 2026 in Review

AA Financial Advisors reduced its Chubb (CB) stake by 12% in Q2 2026, selling an estimated $211K and leaving 4,613 shares worth $1.57M. The position accounts for 0.19% of the portfolio, ranked #83.

AA Financial Advisors first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q1 2026. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

AA Financial Advisors held 4,613 shares of Chubb worth $1.57M as of Q2 2026.
AA Financial Advisors sold 646 Chubb shares in Q2 2026, an estimated $211K.
Chubb made up 0.19% of AA Financial Advisors's portfolio in Q2 2026, its #83 holding.
AA Financial Advisors first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Chubb position peaked at $1.71M in Q1 2026.
475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.