AWM
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Accurate Wealth Management’s Chubb CB Stock Holding History

Accurate 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 		$246K Buy
707
+9
+1% +$2.94K 0.02% 501
2026
Q1 		$229K Buy
698
+32
+5% +$10.3K 0.03% 485
2025
Q4 		$204K Buy
+666
New +$195K 0.03% 491
2025
Q3 		– Sell
-8,803
Closed -$2.47M – 494
2025
Q2 		$2.47M Sell
8,803
-113
-1% -$32.5K 0.38% 65
2025
Q1 		$2.53M Sell
8,916
-226
-2% -$62.8K 0.48% 56
2024
Q4 		$2.36M Sell
9,142
-1,666
-15% -$473K 0.45% 61
2024
Q3 		$3.11M Sell
10,808
-26
-0.2% -$7.13K 0.62% 39
2024
Q2 		$2.82M Buy
10,834
+174
+2% +$44.7K 0.68% 43
2024
Q1 		$2.67M Sell
10,660
-115
-1% -$28.3K 0.78% 38
2023
Q4 		$2.45M Sell
10,775
-431
-4% -$94.3K 0.76% 35
2023
Q3 		$2.42M Buy
11,206
+81
+0.7% +$16.4K 0.76% 36
2023
Q2 		$2.1M Buy
11,125
+2,277
+26% +$446K 0.65% 39
2023
Q1 		$1.73M Buy
8,848
+671
+8% +$141K 0.6% 41
2022
Q4 		$1.84M Buy
+8,177
New +$1.7M 0.68% 25

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

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

Accurate Wealth Management increased its Chubb (CB) stake by 1.3% in Q2 2026, buying an estimated $2.94K and bringing the position to 707 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #501.

Accurate Wealth Management first reported a position in CB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.11M in Q3 2024. 437 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Accurate Wealth Management held 707 shares of Chubb worth $246K as of Q2 2026.
  • Accurate Wealth Management bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Accurate Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • Accurate Wealth Management's Chubb position peaked at $3.11M in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.