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Bell Bank’s Chubb CB Stock Holding History

Bell Bank’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 		$543K Sell
1,595
-137
-8% -$44.7K 0.02% 126
2026
Q1 		$565K Sell
1,732
-347
-17% -$111K 0.02% 117
2025
Q4 		$649K Sell
2,079
-5
-0.2% -$1.46K 0.03% 118
2025
Q3 		$588K Sell
2,084
-141
-6% -$38.8K 0.03% 128
2025
Q2 		$645K Hold
2,225
– – 0.03% 125
2025
Q1 		$672K Sell
2,225
-10
-0.4% -$2.78K 0.04% 114
2024
Q4 		$618K Buy
2,235
+201
+10% +$57.1K 0.05% 126
2024
Q3 		$587K Sell
2,034
-4
-0.2% -$1.1K 0.07% 123
2024
Q2 		$520K Hold
2,038
– – 0.04% 131
2024
Q1 		$528K Buy
+2,038
New +$501K 0.05% 138

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

Bell Bank's CB Position: Q2 2026 in Review

Bell Bank reduced its Chubb (CB) stake by 7.9% in Q2 2026, selling an estimated $44.7K and leaving 1,595 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #126.

Bell Bank first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $672K in Q1 2025. 459 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bell Bank held 1,595 shares of Chubb worth $543K as of Q2 2026.
  • Bell Bank sold 137 Chubb shares in Q2 2026, an estimated $44.7K.
  • Chubb made up 0.02% of Bell Bank's portfolio in Q2 2026, its #126 holding.
  • Bell Bank first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • Bell Bank's Chubb position peaked at $672K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.