AC
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Apella Capital’s Chubb CB Stock Holding History

Apella Capital’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 		$626K Buy
1,741
+68
+4% +$22.2K 0.01% 433
2026
Q1 		$554K Buy
1,673
+805
+93% +$258K 0.01% 448
2025
Q4 		$271K Sell
868
-43
-5% -$12.6K 0.01% 461
2025
Q3 		$244K Buy
911
+121
+15% +$33.3K 0.01% 426
2025
Q2 		$221K Buy
+790
New +$227K 0.01% 398

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Apella Capital's CB Position: Q2 2026 in Review

Apella Capital increased its Chubb (CB) stake by 4.1% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,741 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #433.

Apella Capital first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Apella Capital held 1,741 shares of Chubb worth $626K as of Q2 2026.
  • Apella Capital bought 68 Chubb shares in Q2 2026, an estimated $22.2K.
  • Chubb made up 0.01% of Apella Capital's portfolio in Q2 2026, its #433 holding.
  • Apella Capital first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.