Avanza Fonder’s Chubb CB Stock Holding History

Avanza Fonder’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	$10.6M	Buy	31,248 +1,331	+4%	+$434K	0.23%	82
2026 Q1	$9.75M	Hold	29,917	–	–	0.27%	72
2025 Q4	$9.34M	Buy	29,917 +1,731	+6%	+$506K	0.24%	80
2025 Q3	$7.96M	Buy	28,186 +2,745	+11%	+$755K	0.21%	88
2025 Q2	$7.37M	Sell	25,441 -204	-0.8%	-$58.7K	0.22%	84
2025 Q1	$7.73M	Buy	+25,645	New	+$7.13M	0.25%	78

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

Avanza Fonder's CB Position: Q2 2026 in Review

Avanza Fonder increased its Chubb (CB) stake by 4.4% in Q2 2026, buying an estimated $434K and bringing the position to 31,248 shares worth $10.6M. The position accounts for 0.23% of the portfolio, ranked #82.

Avanza Fonder first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Avanza Fonder held 31,248 shares of Chubb worth $10.6M as of Q2 2026.
Avanza Fonder bought 1,331 Chubb shares in Q2 2026, an estimated $434K.
Chubb made up 0.23% of Avanza Fonder's portfolio in Q2 2026, its #82 holding.
Avanza Fonder first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
418 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.