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Beacon Investment Advisory Services’s Chubb CB Stock Holding History

Beacon Investment Advisory Services’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 		$10.8M Sell
31,756
-1,504
-5% -$491K 0.4% 56
2026
Q1 		$10.8M Buy
33,260
+752
+2% +$241K 0.45% 59
2025
Q4 		$10.1M Sell
32,508
-225
-0.7% -$65.8K 0.41% 58
2025
Q3 		$9.24M Buy
32,733
+4,531
+16% +$1.25M 0.39% 63
2025
Q2 		$8.17M Buy
28,202
+23,929
+560% +$6.89M 0.36% 66
2025
Q1 		$1.29M Buy
4,273
+1,674
+64% +$465K 0.06% 121
2024
Q4 		$718K Buy
+2,599
New +$738K 0.03% 150
2021
Q2 		– Sell
-1,525
Closed -$241K – 302
2021
Q1 		$241K Sell
1,525
-204
-12% -$32.9K 0.01% 275
2020
Q4 		$266K Sell
1,729
-166
-9% -$23.3K 0.01% 240
2020
Q3 		$220K Sell
1,895
-265
-12% -$33.3K 0.01% 229
2020
Q2 		$273K Sell
2,160
-875
-29% -$101K 0.02% 210
2020
Q1 		$339K Sell
3,035
-80
-3% -$11.5K 0.02% 184
2019
Q4 		$485K Hold
3,115
– – 0.03% 177
2019
Q3 		$503K Sell
3,115
-25
-0.8% -$3.87K 0.05% 155
2019
Q2 		$462K Sell
3,140
-120
-4% -$17.3K 0.05% 145
2019
Q1 		$457K Sell
3,260
-1,350
-29% -$180K 0.05% 151
2018
Q4 		$596K Buy
4,610
+146
+3% +$18.9K 0.07% 144
2018
Q3 		$597K Buy
4,464
+8
+0.2% +$1.08K 0.06% 141
2018
Q2 		$566K Hold
4,456
– – 0.06% 146
2018
Q1 		$609K Sell
4,456
-212
-5% -$30.7K 0.06% 140
2017
Q4 		$682K Sell
4,668
-3,227
-41% -$482K 0.07% 132
2017
Q3 		$1.13M Buy
7,895
+4,630
+142% +$670K 0.1% 122
2017
Q2 		$475K Sell
3,265
-235
-7% -$33.1K 0.08% 45
2017
Q1 		$477K Hold
3,500
– – 0.09% 40
2016
Q4 		$462K Hold
3,500
– – 0.09% 34
2016
Q3 		$440K Sell
3,500
-10
-0.3% -$1.27K 0.1% 38
2016
Q2 		$459K Hold
3,510
– – 0.1% 36
2016
Q1 		$418K Hold
3,510
– – 0.09% 37
2015
Q4 		$410K Buy
3,510
+1,000
+40% +$113K 0.08% 38
2015
Q3 		$260K Buy
+2,510
New +$262K 0.05% 51

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Beacon Investment Advisory Services's CB Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Chubb (CB) stake by 4.5% in Q2 2026, selling an estimated $491K and leaving 31,756 shares worth $10.8M. The position accounts for 0.4% of the portfolio, ranked #56.

Beacon Investment Advisory Services first reported a position in CB in Q3 2015 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2026. 411 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Beacon Investment Advisory Services held 31,756 shares of Chubb worth $10.8M as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,504 Chubb shares in Q2 2026, an estimated $491K.
  • Chubb made up 0.4% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #56 holding.
  • Beacon Investment Advisory Services first reported a position in Chubb in Q3 2015 and has held it in 30 quarters since.
  • Beacon Investment Advisory Services's Chubb position peaked at $10.8M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.