Atwood & Palmer’s Chubb CB Stock Holding History

Atwood & Palmer’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	$44.3K	Hold	130	–	–	﹤0.01%	259
2026 Q1	$42.4K	Hold	130	–	–	﹤0.01%	257
2025 Q4	$40.6K	Hold	130	–	–	﹤0.01%	254
2025 Q3	$36.7K	Hold	130	–	–	﹤0.01%	271
2025 Q2	$37.7K	Hold	130	–	–	﹤0.01%	259
2025 Q1	$39.3K	Sell	130 -75	-37%	-$20.8K	﹤0.01%	240
2024 Q4	$56.6K	Hold	205	–	–	﹤0.01%	215
2024 Q3	$59.1K	Buy	205 +75	+58%	+$20.6K	﹤0.01%	213
2024 Q2	$33.2K	Hold	130	–	–	﹤0.01%	251
2024 Q1	$33.7K	Sell	130 -100	-43%	-$24.6K	﹤0.01%	242
2023 Q4	$52K	Hold	230	–	–	﹤0.01%	216
2023 Q3	$47.9K	Hold	230	–	–	﹤0.01%	213
2023 Q2	$44.3K	Hold	230	–	–	﹤0.01%	221
2023 Q1	$44.7K	Hold	230	–	–	﹤0.01%	207
2022 Q4	$50.7K	Hold	230	–	–	﹤0.01%	211
2022 Q3	$42K	Hold	230	–	–	﹤0.01%	206
2022 Q2	$45K	Sell	230 -100	-30%	-$20.6K	﹤0.01%	216
2022 Q1	$70K	Buy	330 +85	+35%	+$17.3K	0.01%	197
2021 Q4	$47K	Buy	245 +15	+7%	+$2.82K	﹤0.01%	235
2021 Q3	$40K	Hold	230	–	–	﹤0.01%	235
2021 Q2	$37K	Hold	230	–	–	﹤0.01%	241
2021 Q1	$36K	Buy	230 +100	+77%	+$16.1K	﹤0.01%	242
2020 Q4	$20K	Hold	130	–	–	﹤0.01%	276
2020 Q3	$15K	Hold	130	–	–	﹤0.01%	245
2020 Q2	$16K	Hold	130	–	–	﹤0.01%	237
2020 Q1	$15K	Hold	130	–	–	﹤0.01%	234
2019 Q4	$20K	Hold	130	–	–	﹤0.01%	221
2019 Q3	$21K	Hold	130	–	–	﹤0.01%	227
2019 Q2	$19K	Sell	130 -159	-55%	-$23K	﹤0.01%	227
2019 Q1	$40K	Hold	289	–	–	0.01%	184
2018 Q4	$37K	Buy	289 +80	+38%	+$10.3K	0.01%	182
2018 Q3	$28K	Hold	209	–	–	﹤0.01%	210
2018 Q2	$27K	Hold	209	–	–	﹤0.01%	210
2018 Q1	$29K	Hold	209	–	–	﹤0.01%	204
2017 Q4	$31K	Hold	209	–	–	﹤0.01%	200
2017 Q3	$30K	Hold	209	–	–	﹤0.01%	203
2017 Q2	$30K	Hold	209	–	–	﹤0.01%	211
2017 Q1	$28K	Hold	209	–	–	﹤0.01%	202
2016 Q4	$28K	Hold	209	–	–	0.01%	203
2016 Q3	$26K	Hold	209	–	–	﹤0.01%	208
2016 Q2	$27K	Hold	209	–	–	﹤0.01%	205
2016 Q1	$25K	Hold	209	–	–	﹤0.01%	217
2015 Q4	$24K	Hold	209	–	–	﹤0.01%	255
2015 Q3	$22K	Hold	209	–	–	﹤0.01%	260
2015 Q2	$21K	Buy	+209	New	+$22.5K	﹤0.01%	238

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

Atwood & Palmer's CB Position: Q2 2026 in Review

Atwood & Palmer held its Chubb (CB) position steady in Q2 2026 at 130 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Atwood & Palmer first reported a position in CB in Q2 2015 and has held it in 45 quarters since. The position peaked at $70K in Q1 2022. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Atwood & Palmer held 130 shares of Chubb worth $44.3K as of Q2 2026.
Atwood & Palmer left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #259 holding.
Atwood & Palmer first reported a position in Chubb in Q2 2015 and has held it in 45 quarters since.
Atwood & Palmer's Chubb position peaked at $70K in Q1 2022.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.