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Aaron Wealth Advisors’s Chubb CB Stock Holding History

Aaron Wealth 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 		$2.02M Buy
5,915
+1,101
+23% +$359K 0.1% 127
2026
Q1 		$1.57M Buy
4,814
+83
+2% +$26.6K 0.09% 141
2025
Q4 		$1.48M Buy
4,731
+1,215
+35% +$355K 0.08% 170
2025
Q3 		$992K Buy
3,516
+1,427
+68% +$393K 0.06% 237
2025
Q2 		$605K Buy
2,089
+202
+11% +$58.1K 0.06% 197
2025
Q1 		$570K Buy
1,887
+103
+6% +$28.6K 0.07% 191
2024
Q4 		$493K Sell
1,784
-16
-0.9% -$4.54K 0.06% 202
2024
Q3 		$519K Buy
1,800
+204
+13% +$55.9K 0.06% 185
2024
Q2 		$407K Buy
1,596
+509
+47% +$131K 0.06% 191
2024
Q1 		$282K Buy
1,087
+196
+22% +$48.2K 0.04% 234
2023
Q4 		$201K Sell
891
-9,856
-92% -$2.16M 0.03% 251
2023
Q3 		$2.24M Buy
10,747
+11
+0.1% +$2.22K 0.29% 57
2023
Q2 		$2.07M Buy
10,736
+167
+2% +$32.7K 0.27% 61
2023
Q1 		$2.05M Buy
10,569
+173
+2% +$36.4K 0.28% 59
2022
Q4 		$2.29M Sell
10,396
-16
-0.2% -$3.33K 0.33% 55
2022
Q3 		$1.89M Sell
10,412
-450
-4% -$85.5K 0.35% 53
2022
Q2 		$2.13M Sell
10,862
-2,238,296
-100% -$461M 0.54% 38
2022
Q1 		$10.5M Buy
2,249,158
+2,238,545
+21,092% +$455M 0.15% 74
2021
Q4 		$2.05M Buy
10,613
+57
+0.5% +$10.7K 0.57% 32
2021
Q3 		$1.83M Buy
10,556
+138
+1% +$24.2K 0.52% 30
2021
Q2 		$1.66M Sell
10,418
-76
-0.7% -$12.6K 0.54% 32
2021
Q1 		$1.66M Sell
10,494
-103
-1% -$16.6K 0.61% 31
2020
Q4 		$1.63M Buy
+10,597
New +$1.49M 0.6% 37

Other funds holding CB

Wealth Enhancement Advisory Services
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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
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
AV
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

Aaron Wealth Advisors's CB Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Chubb (CB) stake by 23% in Q2 2026, buying an estimated $359K and bringing the position to 5,915 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #127.

Aaron Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q1 2022. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aaron Wealth Advisors held 5,915 shares of Chubb worth $2.02M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,101 Chubb shares in Q2 2026, an estimated $359K.
  • Chubb made up 0.1% of Aaron Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Aaron Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Chubb position peaked at $10.5M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.