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Benedict Financial Advisors’s Chubb CB Stock Holding History

Benedict Financial 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 		$7.83M Sell
22,975
-1,099
-5% -$358K 1.52% 13
2026
Q1 		$7.85M Buy
24,074
+827
+4% +$265K 1.63% 15
2025
Q4 		$7.26M Buy
23,247
+158
+0.7% +$46.2K 1.53% 18
2025
Q3 		$6.52M Buy
+23,089
New +$6.35M 1.41% 20
2025
Q2 		– Sell
-23,028
Closed -$6.95M – 126
2025
Q1 		$6.95M Buy
23,028
+254
+1% +$70.6K 1.61% 16
2024
Q4 		$6.29M Sell
22,774
-68
-0.3% -$19.3K 1.53% 18
2024
Q3 		$6.59M Sell
22,842
-73
-0.3% -$20K 1.56% 17
2024
Q2 		$5.85M Sell
22,915
-220
-1% -$56.5K 1.48% 17
2024
Q1 		$5.99M Sell
23,135
-44
-0.2% -$10.8K 1.52% 17
2023
Q4 		$5.24M Buy
23,179
+120
+0.5% +$26.2K 1.43% 19
2023
Q3 		$4.8M Buy
23,059
+274
+1% +$55.4K 1.39% 22
2023
Q2 		$4.39M Buy
22,785
+314
+1% +$61.5K 1.21% 26
2023
Q1 		$4.36M Buy
22,471
+111
+0.5% +$23.3K 1.23% 29
2022
Q4 		$4.93M Sell
22,360
-99
-0.4% -$20.6K 1.46% 24
2022
Q3 		$4.08M Buy
22,459
+215
+1% +$40.8K 1.31% 27
2022
Q2 		$4.37M Buy
22,244
+134
+0.6% +$27.6K 1.29% 28
2022
Q1 		$4.73M Buy
22,110
+28
+0.1% +$5.69K 1.26% 26
2021
Q4 		$4.27M Buy
22,082
+64
+0.3% +$12K 1.11% 29
2021
Q3 		$3.82M Buy
+22,018
New +$3.86M 1.07% 32

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

Benedict Financial Advisors's CB Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Chubb (CB) stake by 4.6% in Q2 2026, selling an estimated $358K and leaving 22,975 shares worth $7.83M. The position accounts for 1.52% of the portfolio, ranked #13.

Benedict Financial Advisors first reported a position in CB in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.85M in Q1 2026. 365 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Benedict Financial Advisors held 22,975 shares of Chubb worth $7.83M as of Q2 2026.
  • Benedict Financial Advisors sold 1,099 Chubb shares in Q2 2026, an estimated $358K.
  • Chubb made up 1.52% of Benedict Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Benedict Financial Advisors first reported a position in Chubb in Q3 2021 and has held it in 19 quarters since.
  • Benedict Financial Advisors's Chubb position peaked at $7.85M in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.