AFC
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Ares Financial Consulting’s Chubb CB Stock Holding History

Ares Financial Consulting’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 		$37.1K Buy
109
+5
+5% +$1.63K 0.03% 281
2026
Q1 		$34K Hold
104
– – 0.03% 279
2025
Q4 		$32.5K Buy
+104
New +$30.4K 0.03% 206

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Sumitomo Mitsui Trust Group
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Boston Partners
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TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ares Financial Consulting's CB Position: Q2 2026 in Review

Ares Financial Consulting increased its Chubb (CB) stake by 4.8% in Q2 2026, buying an estimated $1.63K and bringing the position to 109 shares worth $37.1K. The position accounts for 0.03% of the portfolio, ranked #281.

Ares Financial Consulting first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 1,203 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ares Financial Consulting held 109 shares of Chubb worth $37.1K as of Q2 2026.
  • Ares Financial Consulting bought 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #281 holding.
  • Ares Financial Consulting first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.