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Amplius Wealth Advisors’s Chubb CB Stock Holding History

Amplius Wealth Advisors’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 		$25M Sell
73,412
-1,913
-3% -$624K 1.83% 17
2026
Q1 		$24.6M Buy
75,325
+1,014
+1% +$325K 2.05% 16
2025
Q4 		$23.2M Sell
74,311
-1,759
-2% -$514K 1.95% 15
2025
Q3 		$21.5M Sell
76,070
-7,170
-9% -$1.97M 1.86% 17
2025
Q2 		$24.1M Buy
83,240
+17,180
+26% +$4.94M 2.24% 15
2025
Q1 		$19.9M Buy
66,060
+391
+0.6% +$109K 2.07% 16
2024
Q4 		$18.1M Buy
65,669
+5,640
+9% +$1.6M 1.86% 17
2024
Q3 		$17.3M Buy
60,029
+2,504
+4% +$686K 1.89% 16
2024
Q2 		$14.7M Buy
57,525
+5,818
+11% +$1.49M 1.63% 18
2024
Q1 		$13.4M Sell
51,707
-3,224
-6% -$793K 1.5% 19
2023
Q4 		$12.4M Sell
54,931
-5,451
-9% -$1.19M 1.5% 23
2023
Q3 		$12.6M Sell
60,382
-2,871
-5% -$580K 1.68% 20
2023
Q2 		$12.2M Sell
63,253
-129
-0.2% -$25.3K 1.64% 16
2023
Q1 		$12.3M Buy
63,382
+5,517
+10% +$1.16M 1.77% 12
2022
Q4 		$12.8M Sell
57,865
-929
-2% -$193K 2.04% 10
2022
Q3 		$10.7M Buy
58,794
+5,471
+10% +$1.04M 1.91% 18
2022
Q2 		$10.5M Buy
53,323
+381
+0.7% +$78.5K 1.7% 21
2022
Q1 		$11.3M Sell
52,942
-1,973
-4% -$401K 1.74% 17
2021
Q4 		$10.6M Buy
+54,915
New +$10.3M 1.46% 17

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
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
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

Amplius Wealth Advisors's CB Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Chubb (CB) stake by 2.5% in Q2 2026, selling an estimated $624K and leaving 73,412 shares worth $25M. The position accounts for 1.83% of the portfolio, ranked #17.

Amplius Wealth Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. 599 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Amplius Wealth Advisors held 73,412 shares of Chubb worth $25M as of Q2 2026.
  • Amplius Wealth Advisors sold 1,913 Chubb shares in Q2 2026, an estimated $624K.
  • Chubb made up 1.83% of Amplius Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Amplius Wealth Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • 599 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.