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Abound Wealth Management’s Chubb CB Stock Holding History

Abound Wealth Management’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 		$933K Sell
2,738
-154
-5% -$50.2K 0.19% 38
2026
Q1 		$943K Buy
2,892
+2,774
+2,351% +$890K 0.21% 37
2025
Q4 		$36.8K Sell
118
-37
-24% -$10.8K 0.01% 268
2025
Q3 		$43.8K Buy
155
+69
+80% +$19K 0.01% 227
2025
Q2 		$24.9K Hold
86
– – 0.01% 294
2025
Q1 		$26K Sell
86
-17
-17% -$4.72K 0.01% 261
2024
Q4 		$28.5K Buy
103
+6
+6% +$1.7K 0.01% 231
2024
Q3 		$28K Buy
97
+31
+47% +$8.5K 0.01% 239
2024
Q2 		$16.8K Buy
66
+6
+10% +$1.54K 0.01% 285
2024
Q1 		$15.6K Hold
60
– – 0.01% 295
2023
Q4 		$13.6K Buy
60
+7
+13% +$1.53K 0.01% 325
2023
Q3 		$11K Sell
53
-1
-2% -$202 ﹤0.01% 310
2023
Q2 		$10.4K Buy
54
+9
+20% +$1.76K ﹤0.01% 324
2023
Q1 		$8.74K Hold
45
– – ﹤0.01% 305
2022
Q4 		$9.93K Sell
45
-55
-55% -$11.4K ﹤0.01% 260
2022
Q3 		$18.2K Buy
+100
New +$19K 0.01% 199

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

Abound Wealth Management's CB Position: Q2 2026 in Review

Abound Wealth Management reduced its Chubb (CB) stake by 5.3% in Q2 2026, selling an estimated $50.2K and leaving 2,738 shares worth $933K. The position accounts for 0.19% of the portfolio, ranked #38.

Abound Wealth Management first reported a position in CB in Q3 2022 and has held it in 16 quarters since. The position peaked at $943K in Q1 2026. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Abound Wealth Management held 2,738 shares of Chubb worth $933K as of Q2 2026.
  • Abound Wealth Management sold 154 Chubb shares in Q2 2026, an estimated $50.2K.
  • Chubb made up 0.19% of Abound Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Abound Wealth Management first reported a position in Chubb in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Chubb position peaked at $943K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.