AG
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Advocate Group’s Chubb CB Stock Holding History

Advocate Group’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 		$9.43M Sell
27,667
-137
-0.5% -$44.7K 1.42% 27
2026
Q1 		$9.06M Buy
27,804
+927
+3% +$297K 1.42% 30
2025
Q4 		$8.39M Buy
26,877
+2,863
+12% +$837K 1.36% 31
2025
Q3 		$6.78M Sell
24,014
-41
-0.2% -$11.3K 1.11% 40
2025
Q2 		$6.97M Buy
24,055
+112
+0.5% +$32.2K 1.25% 36
2025
Q1 		$7.23M Buy
23,943
+143
+0.6% +$39.7K 1.32% 33
2024
Q4 		$6.58M Buy
23,800
+86
+0.4% +$24.4K 1.24% 36
2024
Q3 		$6.84M Buy
23,714
+966
+4% +$265K 1.24% 37
2024
Q2 		$5.8M Buy
22,748
+322
+1% +$82.7K 1.17% 37
2024
Q1 		$5.81M Buy
22,426
+3,398
+18% +$835K 1.16% 37
2023
Q4 		$4.3M Buy
19,028
+1,088
+6% +$238K 0.92% 49
2023
Q3 		$3.73M Buy
17,940
+1,731
+11% +$350K 0.87% 53
2023
Q2 		$3.12M Sell
16,209
-1,948
-11% -$382K 0.69% 57
2023
Q1 		$3.53M Sell
18,157
-2,493
-12% -$524K 0.77% 53
2022
Q4 		$4.56M Buy
20,650
+5,477
+36% +$1.14M 0.98% 42
2022
Q3 		$2.76M Buy
15,173
+7,882
+108% +$1.5M 0.68% 53
2022
Q2 		$1.43M Buy
+7,291
New +$1.5M 0.33% 67

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

Advocate Group's CB Position: Q2 2026 in Review

Advocate Group reduced its Chubb (CB) stake by 0.49% in Q2 2026, selling an estimated $44.7K and leaving 27,667 shares worth $9.43M. The position accounts for 1.42% of the portfolio, ranked #27.

Advocate Group first reported a position in CB in Q2 2022 and has held it in 17 quarters since. 444 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Advocate Group held 27,667 shares of Chubb worth $9.43M as of Q2 2026.
  • Advocate Group sold 137 Chubb shares in Q2 2026, an estimated $44.7K.
  • Chubb made up 1.42% of Advocate Group's portfolio in Q2 2026, its #27 holding.
  • Advocate Group first reported a position in Chubb in Q2 2022 and has held it in 17 quarters since.
  • 444 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.