AC
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Avestar Capital’s Chubb CB Stock Holding History

Avestar Capital’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 		$980K Sell
2,873
-716
-20% -$234K 0.05% 250
2026
Q1 		$1.17M Buy
3,589
+111
+3% +$35.6K 0.08% 193
2025
Q4 		$1.09M Buy
3,478
+213
+7% +$62.3K 0.07% 204
2025
Q3 		$923K Sell
3,265
-382
-10% -$105K 0.06% 230
2025
Q2 		$1.06M Buy
3,647
+571
+19% +$164K 0.07% 200
2025
Q1 		$931K Buy
3,076
+53
+2% +$14.7K 0.08% 195
2024
Q4 		$838K Buy
3,023
+211
+8% +$59.9K 0.07% 202
2024
Q3 		$811K Buy
2,812
+140
+5% +$38.4K 0.08% 185
2024
Q2 		$682K Buy
2,672
+835
+45% +$214K 0.07% 201
2024
Q1 		$478K Buy
1,837
+488
+36% +$120K 0.05% 240
2023
Q4 		$306K Buy
1,349
+259
+24% +$56.6K 0.03% 289
2023
Q3 		$228K Buy
+1,090
New +$220K 0.03% 308
2023
Q1 		– Sell
-909
Closed -$201K – 325
2022
Q4 		$201K Buy
+909
New +$189K 0.04% 277
2019
Q3 		– Sell
-175
Closed -$22K – 274
2019
Q2 		$22K Buy
175
+3
+2% +$433 0.01% 379
2019
Q1 		$22K Buy
172
+25
+17% +$3.33K 0.01% 365
2018
Q4 		$16K Buy
147
+10
+7% +$1.29K 0.01% 362
2018
Q3 		$15K Sell
137
-23
-14% -$3.11K 0.01% 405
2018
Q2 		$18K Sell
160
-3
-2% -$399 0.01% 371
2018
Q1 		$21K Buy
163
+3
+2% +$434 0.01% 329
2017
Q4 		$21K Buy
+160
New +$23.9K 0.02% 330

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Avestar Capital's CB Position: Q2 2026 in Review

Avestar Capital reduced its Chubb (CB) stake by 20% in Q2 2026, selling an estimated $234K and leaving 2,873 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #250.

Avestar Capital first reported a position in CB in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.17M in Q1 2026. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Avestar Capital held 2,873 shares of Chubb worth $980K as of Q2 2026.
  • Avestar Capital sold 716 Chubb shares in Q2 2026, an estimated $234K.
  • Chubb made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #250 holding.
  • Avestar Capital first reported a position in Chubb in Q4 2017 and has held it in 20 quarters since.
  • Avestar Capital's Chubb position peaked at $1.17M in Q1 2026.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.