Barlow Wealth Partners’s Chubb CB Stock Holding History

Barlow Wealth Partners’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	$239K	Hold	673	–	–	0.03%	134
2026 Q1	$223K	Hold	673	–	–	0.02%	130
2025 Q4	$206K	Buy	+673	New	+$197K	0.02%	132
2025 Q3	–	Sell	-960	Closed	-$269K	–	132
2025 Q2	$269K	Buy	960 +23	+2%	+$6.62K	0.03%	111
2025 Q1	$262K	Sell	937 -6	-0.6%	-$1.67K	0.03%	109
2024 Q4	$253K	Buy	943 +18	+2%	+$5.11K	0.03%	121
2024 Q3	$256K	Sell	925 -50	-5%	-$13.7K	0.03%	130
2024 Q2	$254K	Buy	975 +120	+14%	+$30.8K	0.04%	128
2024 Q1	$210K	Buy	+855	New	+$210K	0.03%	150

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

Barlow Wealth Partners's CB Position: Q2 2026 in Review

Barlow Wealth Partners held its Chubb (CB) position steady in Q2 2026 at 673 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #134.

Barlow Wealth Partners first reported a position in CB in Q1 2024 and has held it in 9 quarters since. The position peaked at $269K in Q2 2025. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Barlow Wealth Partners held 673 shares of Chubb worth $239K as of Q2 2026.
Barlow Wealth Partners left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #134 holding.
Barlow Wealth Partners first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
Barlow Wealth Partners's Chubb position peaked at $269K in Q2 2025.
465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.