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Aspiriant LLC’s Chubb CB Stock Holding History

Aspiriant LLC’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 		$798K Buy
2,343
+1,516
+183% +$494K 0.02% 194
2026
Q1 		$270K Sell
827
-297
-26% -$95.3K 0.01% 295
2025
Q4 		$351K Buy
1,124
+301
+37% +$88K 0.01% 254
2025
Q3 		$232K Sell
823
-503
-38% -$138K 0.01% 282
2025
Q2 		$384K Buy
1,326
+498
+60% +$143K 0.01% 230
2025
Q1 		$250K Sell
828
-25
-3% -$6.95K 0.01% 259
2024
Q4 		$236K Buy
+853
New +$242K 0.01% 261
2024
Q2 		– Sell
-1,047
Closed -$271K – 291
2024
Q1 		$271K Buy
1,047
+70
+7% +$17.2K 0.01% 262
2023
Q4 		$221K Buy
+977
New +$214K 0.01% 280
2019
Q3 		– Sell
-1,807
Closed -$264K – 214
2019
Q2 		$264K Hold
1,807
– – 0.02% 195
2019
Q1 		$254K Sell
1,807
-698
-28% -$92.8K 0.02% 201
2018
Q4 		$324K Buy
2,505
+403
+19% +$52.1K 0.02% 177
2018
Q3 		$281K Sell
2,102
-49
-2% -$6.63K 0.02% 199
2018
Q2 		$273K Buy
+2,151
New +$286K 0.02% 212

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aspiriant LLC's CB Position: Q2 2026 in Review

Aspiriant LLC increased its Chubb (CB) stake by 183% in Q2 2026, buying an estimated $494K and bringing the position to 2,343 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #194.

Aspiriant LLC first reported a position in CB in Q2 2018 and has held it in 14 quarters since. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aspiriant LLC held 2,343 shares of Chubb worth $798K as of Q2 2026.
  • Aspiriant LLC bought 1,516 Chubb shares in Q2 2026, an estimated $494K.
  • Chubb made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #194 holding.
  • Aspiriant LLC first reported a position in Chubb in Q2 2018 and has held it in 14 quarters since.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.