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B. Riley Wealth Advisors’s Chubb CB Stock Holding History

B. Riley Wealth Advisors’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 		$2.14M Sell
6,220
-404
-6% -$132K 0.11% 174
2026
Q1 		$2.16M Sell
6,624
-66
-1% -$21.2K 0.14% 157
2025
Q4 		$2.09M Sell
6,690
-192
-3% -$56.1K 0.1% 199
2025
Q3 		$1.94M Sell
6,882
-800
-10% -$220K 0.09% 210
2025
Q2 		$2.23M Buy
+7,682
New +$2.21M 0.1% 192
2024
Q4 		$2.52M Buy
9,104
+49
+0.5% +$13.9K 0.08% 239
2024
Q3 		$2.62M Sell
9,055
-747
-8% -$205K 0.07% 265
2024
Q2 		$2.51M Sell
9,802
-1,071
-10% -$275K 0.06% 294
2024
Q1 		$2.27M Buy
10,873
+297
+3% +$73K 0.06% 311
2023
Q4 		$2.4M Sell
10,576
-297
-3% -$65K 0.06% 313
2023
Q3 		$2.27M Sell
10,873
-595
-5% -$120K 0.06% 311
2023
Q2 		$2.22M Sell
11,468
-1,190
-9% -$233K 0.05% 347
2023
Q1 		$2.47M Buy
12,658
+1,189
+10% +$250K 0.07% 298
2022
Q4 		$2.54M Buy
11,469
+1,783
+18% +$371K 0.07% 288
2022
Q3 		$1.76M Buy
9,686
+2,749
+40% +$522K 0.05% 334
2022
Q2 		$1.36M Buy
6,937
+145
+2% +$29.9K 0.06% 328
2022
Q1 		$1.45M Sell
6,792
-1,620
-19% -$329K 0.05% 374
2021
Q4 		$1.63M Sell
8,412
-58
-0.7% -$10.9K 0.05% 396
2021
Q3 		$1.47M Sell
8,470
-255
-3% -$44.7K 0.05% 412
2021
Q2 		$1.39M Buy
8,725
+1,846
+27% +$306K 0.05% 421
2021
Q1 		$1.09M Buy
6,879
+278
+4% +$44.8K 0.04% 453
2020
Q4 		$1.02M Sell
6,601
-3,969
-38% -$556K 0.05% 322
2020
Q3 		$1.27M Buy
10,570
+734
+7% +$92.2K 0.07% 275
2020
Q2 		$1.25M Buy
9,836
+1,019
+12% +$118K 0.08% 241
2020
Q1 		$986K Sell
8,817
-1,174
-12% -$168K 0.08% 239
2019
Q4 		$1.56M Sell
9,991
-262
-3% -$40.1K 0.13% 174
2019
Q3 		$1.66M Buy
10,253
+1,180
+13% +$183K 0.16% 141
2019
Q2 		$1.34M Buy
9,073
+610
+7% +$88.1K 0.15% 149
2019
Q1 		$1.19M Buy
8,463
+316
+4% +$42K 0.15% 160
2018
Q4 		$1.05M Buy
8,147
+382
+5% +$49.4K 0.15% 146
2018
Q3 		$1.04M Buy
7,765
+242
+3% +$32.7K 0.12% 185
2018
Q2 		$956K Buy
7,523
+70
+0.9% +$9.3K 0.13% 188
2018
Q1 		$1.02M Sell
7,453
-5,688
-43% -$824K 0.14% 166
2017
Q4 		$1.92M Buy
+13,141
New +$1.96M 0.26% 107
2017
Q3 		– Sell
-12,198
Closed -$1.77M – 545
2017
Q2 		$1.77M Buy
12,198
+469
+4% +$66K 0.32% 87
2017
Q1 		$1.6M Buy
11,729
+142
+1% +$19.1K 0.32% 82
2016
Q4 		$1.53M Sell
11,587
-1,008
-8% -$129K 0.31% 87
2016
Q3 		$1.2M Sell
12,595
-961
-7% -$122K 0.24% 110
2016
Q2 		$1.38M Buy
+13,556
New +$1.67M 0.28% 91
2015
Q4 		– Sell
-5,999
Closed -$622K – 573
2015
Q3 		$622K Sell
5,999
-189
-3% -$19.8K 0.15% 189
2015
Q2 		$631K Buy
6,188
+415
+7% +$44.7K 0.16% 174
2015
Q1 		$644K Sell
5,773
-332
-5% -$37.3K 0.16% 167
2014
Q4 		$6.58K Buy
+6,105
New +$676K 0.14% 169
2014
Q3 		– Sell
-6,259
Closed -$649K – 827
2014
Q2 		$649K Buy
+6,259
New +$641K 0.15% 149

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

B. Riley Wealth Advisors's CB Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Chubb (CB) stake by 6.1% in Q2 2026, selling an estimated $132K and leaving 6,220 shares worth $2.14M. The position accounts for 0.11% of the portfolio, ranked #174.

B. Riley Wealth Advisors first reported a position in CB in Q2 2014 and has held it in 44 quarters since. The position peaked at $2.62M in Q3 2024. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • B. Riley Wealth Advisors held 6,220 shares of Chubb worth $2.14M as of Q2 2026.
  • B. Riley Wealth Advisors sold 404 Chubb shares in Q2 2026, an estimated $132K.
  • Chubb made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • B. Riley Wealth Advisors first reported a position in Chubb in Q2 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Chubb position peaked at $2.62M in Q3 2024.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.