AWM
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Avior Wealth Management’s Chubb CB Stock Holding History

Avior 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 		$1M Sell
2,937
-90
-3% -$29.4K 0.03% 361
2026
Q1 		$986K Sell
3,027
-1,192
-28% -$382K 0.03% 353
2025
Q4 		$1.32M Sell
4,219
-860
-17% -$251K 0.04% 259
2025
Q3 		$1.43M Buy
5,079
+1,314
+35% +$362K 0.05% 243
2025
Q2 		$1.09M Buy
3,765
+3,234
+609% +$931K 0.04% 275
2025
Q1 		$160K Sell
531
-3,881
-88% -$1.08M 0.01% 679
2024
Q4 		$1.22M Buy
4,412
+98
+2% +$27.8K 0.04% 248
2024
Q3 		$1.24M Sell
4,314
-8
-0.2% -$2.19K 0.05% 243
2024
Q2 		$1.1M Buy
4,322
+111
+3% +$28.5K 0.05% 252
2024
Q1 		$1.09M Sell
4,211
-150
-3% -$36.9K 0.05% 266
2023
Q4 		$986K Sell
4,361
-721
-14% -$158K 0.06% 209
2023
Q3 		$1.06M Buy
5,082
+659
+15% +$133K 0.07% 177
2023
Q2 		$852K Buy
4,423
+800
+22% +$157K 0.06% 222
2023
Q1 		$704K Buy
3,623
+363
+11% +$76.3K 0.05% 257
2022
Q4 		$719K Buy
3,260
+253
+8% +$52.6K 0.05% 231
2022
Q3 		$546K Hold
3,007
– – 0.05% 252
2022
Q2 		$590K Sell
3,007
-596
-17% -$123K 0.06% 228
2022
Q1 		$770K Sell
3,603
-470
-12% -$95.5K 0.07% 211
2021
Q4 		$786K Sell
4,073
-1,096
-21% -$206K 0.07% 238
2021
Q3 		$896K Sell
5,169
-1,050
-17% -$184K 0.07% 203
2021
Q2 		$987K Buy
6,219
+1,388
+29% +$230K 0.1% 179
2021
Q1 		$762K Buy
4,831
+582
+14% +$93.8K 0.08% 215
2020
Q4 		$653K Sell
4,249
-1,252
-23% -$175K 0.08% 209
2020
Q3 		$638K Buy
5,501
+401
+8% +$50.4K 0.09% 189
2020
Q2 		$645K Sell
5,100
-954
-16% -$111K 0.1% 186
2020
Q1 		$675K Buy
6,054
+500
+9% +$71.7K 0.13% 156
2019
Q4 		$864K Buy
5,554
+960
+21% +$147K 0.14% 152
2019
Q3 		$741K Sell
4,594
-16
-0.3% -$2.48K 0.13% 159
2019
Q2 		$679K Sell
4,610
-1,170
-20% -$169K 0.12% 169
2019
Q1 		$809K Hold
5,780
– – 0.17% 128
2018
Q4 		$746K Buy
5,780
+459
+9% +$59.3K 0.18% 120
2018
Q3 		$711K Sell
5,321
-1,879
-26% -$254K 0.15% 130
2018
Q2 		$915K Buy
7,200
+791
+12% +$105K 0.21% 107
2018
Q1 		$877K Buy
6,409
+558
+10% +$80.8K 0.2% 113
2017
Q4 		$855K Buy
5,851
+5,794
+10,165% +$866K 0.19% 112
2017
Q3 		$8K Buy
+57
New +$8.25K ﹤0.01% 349
2017
Q1 		– Sell
-77
Closed -$10K – 488
2016
Q4 		$10K Buy
+77
New +$9.82K ﹤0.01% 329

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

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

Avior Wealth Management reduced its Chubb (CB) stake by 3% in Q2 2026, selling an estimated $29.4K and leaving 2,937 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #361.

Avior Wealth Management first reported a position in CB in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.43M in Q3 2025. 519 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Avior Wealth Management held 2,937 shares of Chubb worth $1M as of Q2 2026.
  • Avior Wealth Management sold 90 Chubb shares in Q2 2026, an estimated $29.4K.
  • Chubb made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Avior Wealth Management first reported a position in Chubb in Q4 2016 and has held it in 37 quarters since.
  • Avior Wealth Management's Chubb position peaked at $1.43M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.