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AM Investment Strategies’s Chubb CB Stock Holding History

AM Investment Strategies’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 		$474K Sell
1,391
-50
-3% -$16.3K 0.09% 74
2026
Q1 		$470K Hold
1,441
– – 0.1% 72
2025
Q4 		$450K Buy
+1,441
New +$421K 0.09% 78

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

AM Investment Strategies's CB Position: Q2 2026 in Review

AM Investment Strategies reduced its Chubb (CB) stake by 3.5% in Q2 2026, selling an estimated $16.3K and leaving 1,391 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #74.

AM Investment Strategies first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • AM Investment Strategies held 1,391 shares of Chubb worth $474K as of Q2 2026.
  • AM Investment Strategies sold 50 Chubb shares in Q2 2026, an estimated $16.3K.
  • Chubb made up 0.09% of AM Investment Strategies's portfolio in Q2 2026, its #74 holding.
  • AM Investment Strategies first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.