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Aventura Private Wealth’s Chubb CB Stock Holding History

Aventura Private Wealth’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 		$200K Hold
588
– – 0.06% 174
2026
Q1 		$192K Hold
588
– – 0.07% 156
2025
Q4 		$184K Buy
588
+101
+21% +$29.5K 0.07% 158
2025
Q3 		$137K Buy
487
+12
+3% +$3.3K 0.05% 185
2025
Q2 		$138K Sell
475
-2
-0.4% -$576 0.06% 173
2025
Q1 		$144K Buy
477
+23
+5% +$6.39K 0.08% 160
2024
Q4 		$125K Buy
+454
New +$129K 0.07% 165

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

Aventura Private Wealth's CB Position: Q2 2026 in Review

Aventura Private Wealth held its Chubb (CB) position steady in Q2 2026 at 588 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #174.

Aventura Private Wealth first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Aventura Private Wealth held 588 shares of Chubb worth $200K as of Q2 2026.
  • Aventura Private Wealth left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.06% of Aventura Private Wealth's portfolio in Q2 2026, its #174 holding.
  • Aventura Private Wealth first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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