AP
CB icon

Aspect Partners’s Chubb CB Stock Holding History

Aspect Partners’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 		$20.4K Buy
60
+24
+67% +$7.83K 0.01% 198
2026
Q1 		$11.7K Buy
36
+3
+9% +$963 ﹤0.01% 244
2025
Q4 		$10.3K Buy
33
+4
+14% +$1.17K ﹤0.01% 262
2025
Q3 		$8.19K Buy
29
+9
+45% +$2.48K ﹤0.01% 334
2025
Q2 		$5.79K Hold
20
– – ﹤0.01% 354
2025
Q1 		$6.04K Hold
20
– – ﹤0.01% 320
2024
Q4 		$5.53K Sell
20
-15
-43% -$4.26K ﹤0.01% 349
2024
Q3 		$10.1K Buy
35
+5
+17% +$1.37K 0.01% 269
2024
Q2 		$7.65K Buy
30
+10
+50% +$2.57K ﹤0.01% 297
2024
Q1 		$5.18K Buy
20
+1
+5% +$246 ﹤0.01% 347
2023
Q4 		$4.29K Buy
+19
New +$4.16K ﹤0.01% 349

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
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
AV
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

Aspect Partners's CB Position: Q2 2026 in Review

Aspect Partners increased its Chubb (CB) stake by 67% in Q2 2026, buying an estimated $7.83K and bringing the position to 60 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #198.

Aspect Partners first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aspect Partners held 60 shares of Chubb worth $20.4K as of Q2 2026.
  • Aspect Partners bought 24 Chubb shares in Q2 2026, an estimated $7.83K.
  • Chubb made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #198 holding.
  • Aspect Partners first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 494 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.