AE Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.77M | Buy |
11,071
+3,454
| +45% | +$1.13M | 0.02% | 504 |
|
|
2026
Q1 | $2.48M | Buy |
7,617
+1,332
| +21% | +$427K | 0.01% | 583 |
|
|
2025
Q4 | $1.96M | Buy |
6,285
+1,401
| +29% | +$410K | 0.01% | 609 |
|
|
2025
Q3 | $1.38M | Buy |
4,884
+789
| +19% | +$217K | 0.01% | 673 |
|
|
2025
Q2 | $1.19M | Buy |
4,095
+1,083
| +36% | +$312K | 0.01% | 680 |
|
|
2025
Q1 | $909K | Buy |
3,012
+79
| +3% | +$22K | 0.01% | 729 |
|
|
2024
Q4 | $811K | Buy |
2,933
+202
| +7% | +$57.4K | 0.01% | 759 |
|
|
2024
Q3 | $787K | Sell |
2,731
-736
| -21% | -$202K | 0.01% | 759 |
|
|
2024
Q2 | $884K | Buy |
3,467
+1,198
| +53% | +$308K | 0.01% | 731 |
|
|
2024
Q1 | $588K | Sell |
2,269
-16,443
| -88% | -$4.04M | 0.01% | 778 |
|
|
2023
Q4 | $4.51M | Sell |
18,712
-2,654
| -12% | -$580K | 0.02% | 632 |
|
|
2023
Q3 | $4.45M | Buy |
21,366
+553
| +3% | +$112K | 0.03% | 576 |
|
|
2023
Q2 | $4.01M | Sell |
20,813
-847
| -4% | -$166K | 0.02% | 610 |
|
|
2023
Q1 | $4.21M | Sell |
21,660
-263
| -1% | -$55.3K | 0.03% | 549 |
|
|
2022
Q4 | $4.84M | Buy |
21,923
+438
| +2% | +$91.1K | 0.04% | 490 |
|
|
2022
Q3 | $3.91M | Sell |
21,485
-13,409
| -38% | -$2.55M | 0.03% | 484 |
|
|
2022
Q2 | $6.86M | Buy |
34,894
+3,289
| +10% | +$678K | 0.05% | 353 |
|
|
2022
Q1 | $6.76M | Buy |
31,605
+19,959
| +171% | +$4.06M | 0.05% | 369 |
|
|
2021
Q4 | $2.25M | Sell |
11,646
-15,056
| -56% | -$2.83M | 0.02% | 664 |
|
|
2021
Q3 | $4.63M | Buy |
26,702
+277
| +1% | +$48.6K | 0.04% | 401 |
|
|
2021
Q2 | $4.2M | Buy |
26,425
+4,002
| +18% | +$663K | 0.04% | 418 |
|
|
2021
Q1 | $3.54M | Buy |
22,423
+1,432
| +7% | +$231K | 0.04% | 403 |
|
|
2020
Q4 | $3.23M | Sell |
20,991
-35
| -0.2% | -$4.91K | 0.04% | 361 |
|
|
2020
Q3 | $2.44M | Buy |
21,026
+4,377
| +26% | +$550K | 0.03% | 382 |
|
|
2020
Q2 | $2.11M | Buy |
16,649
+10,180
| +157% | +$1.18M | 0.03% | 394 |
|
|
2020
Q1 | $723K | Buy |
6,469
+1,591
| +33% | +$228K | 0.02% | 567 |
|
|
2019
Q4 | $759K | Buy |
4,878
+644
| +15% | +$98.5K | 0.02% | 596 |
|
|
2019
Q3 | $684K | Buy |
4,234
+817
| +24% | +$126K | 0.02% | 537 |
|
|
2019
Q2 | $503K | Buy |
3,417
+1,559
| +84% | +$225K | 0.02% | 589 |
|
|
2019
Q1 | $260K | Buy |
+1,858
| New | +$247K | 0.02% | 504 |
|
|
2018
Q4 | – | Sell |
-1,661
| Closed | -$222K | – | 496 |
|
|
2018
Q3 | $222K | Buy |
+1,661
| New | +$225K | 0.01% | 533 |
|
|
2018
Q2 | – | Sell |
-1,690
| Closed | -$231K | – | 466 |
|
|
2018
Q1 | $231K | Sell |
1,690
-163
| -9% | -$23.6K | 0.02% | 375 |
|
|
2017
Q4 | $271K | Buy |
1,853
+218
| +13% | +$32.6K | 0.02% | 340 |
|
|
2017
Q3 | $233K | Buy |
1,635
+242
| +17% | +$35K | 0.02% | 358 |
|
|
2017
Q2 | $203K | Buy |
+1,393
| New | +$196K | 0.02% | 358 |
|
Other funds holding CB
AE Wealth Management's CB Position: Q2 2026 in Review
AE Wealth Management increased its Chubb (CB) stake by 45% in Q2 2026, buying an estimated $1.13M and bringing the position to 11,071 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #504.
AE Wealth Management first reported a position in CB in Q2 2017 and has held it in 35 quarters since. The position peaked at $6.86M in Q2 2022. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- AE Wealth Management held 11,071 shares of Chubb worth $3.77M as of Q2 2026.
- AE Wealth Management bought 3,454 Chubb shares in Q2 2026, an estimated $1.13M.
- Chubb made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #504 holding.
- AE Wealth Management first reported a position in Chubb in Q2 2017 and has held it in 35 quarters since.
- AE Wealth Management's Chubb position peaked at $6.86M in Q2 2022.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.