Atticus Wealth Management’s Chubb CB Stock Holding History

Atticus 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	$268K	Sell	786 -12	-2%	-$3.91K	0.06%	163
2026 Q1	$260K	Sell	798 -78	-9%	-$25K	0.07%	156
2025 Q4	$273K	Buy	876 +2	+0.2%	+$585	0.07%	170
2025 Q3	$247K	Buy	874 +287	+49%	+$79K	0.06%	184
2025 Q2	$170K	Buy	587 +477	+434%	+$137K	0.05%	185
2025 Q1	$33.2K	Hold	110	–	–	0.01%	270
2024 Q4	$30.4K	Hold	110	–	–	0.01%	292
2024 Q3	$31.7K	Sell	110 -3	-3%	-$822	0.01%	288
2024 Q2	$28.8K	Hold	113	–	–	0.01%	282
2024 Q1	$29.3K	Hold	113	–	–	0.01%	287
2023 Q4	$25.5K	Hold	113	–	–	0.01%	309
2023 Q3	$23.5K	Hold	113	–	–	0.01%	321
2023 Q2	$21.8K	Hold	113	–	–	0.01%	329
2023 Q1	$21.9K	Hold	113	–	–	0.01%	315
2022 Q4	$24.9K	Hold	113	–	–	0.01%	317
2022 Q3	$22K	Hold	113	–	–	0.01%	301
2022 Q2	$22K	Hold	113	–	–	0.01%	328
2022 Q1	$24K	Hold	113	–	–	0.01%	310
2021 Q4	$22K	Buy	+113	New	+$21.2K	0.01%	303
2020 Q1	–	Sell	-5	Closed	-$1K	–	328
2019 Q4	$1K	Buy	+5	New	+$765	﹤0.01%	305

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

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

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

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

Atticus Wealth Management reduced its Chubb (CB) stake by 1.5% in Q2 2026, selling an estimated $3.91K and leaving 786 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #163.

Atticus Wealth Management first reported a position in CB in Q4 2019 and has held it in 20 quarters since. The position peaked at $273K in Q4 2025. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Atticus Wealth Management held 786 shares of Chubb worth $268K as of Q2 2026.
Atticus Wealth Management sold 12 Chubb shares in Q2 2026, an estimated $3.91K.
Chubb made up 0.06% of Atticus Wealth Management's portfolio in Q2 2026, its #163 holding.
Atticus Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 20 quarters since.
Atticus Wealth Management's Chubb position peaked at $273K in Q4 2025.
408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.