Arista Wealth Management’s Chubb CB Stock Holding History

Arista Wealth Management’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	$1.63M	Hold	4,771	–	–	0.18%	69
2026 Q1	$1.56M	Hold	4,771	–	–	0.19%	66
2025 Q4	$1.49M	Hold	4,771	–	–	0.18%	67
2025 Q3	$1.35M	Hold	4,771	–	–	0.17%	80
2025 Q2	$1.38M	Buy	+4,771	New	+$1.37M	0.19%	70

Other funds holding CB

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Arista Wealth Management's CB Position: Q2 2026 in Review

Arista Wealth Management held its Chubb (CB) position steady in Q2 2026 at 4,771 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #69.

Arista Wealth Management first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Arista Wealth Management held 4,771 shares of Chubb worth $1.63M as of Q2 2026.
Arista Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.18% of Arista Wealth Management's portfolio in Q2 2026, its #69 holding.
Arista Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.