B
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Birchbrook’s Chubb CB Stock Holding History

Birchbrook’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 		$141K Hold
413
– – 0.07% 96
2026
Q1 		$135K Hold
413
– – 0.07% 93
2025
Q4 		$129K Hold
413
– – 0.06% 92
2025
Q3 		$117K Hold
413
– – 0.06% 97
2025
Q2 		$120K Hold
413
– – 0.06% 97
2025
Q1 		$125K Hold
413
– – 0.07% 88
2024
Q4 		$114K Hold
413
– – 0.06% 90
2024
Q3 		$119K Hold
413
– – 0.07% 88
2024
Q2 		$105K Sell
413
-50
-11% -$12.8K 0.06% 92
2024
Q1 		$120K Hold
463
– – 0.07% 86
2023
Q4 		$105K Buy
+463
New +$101K 0.07% 91

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

Birchbrook's CB Position: Q2 2026 in Review

Birchbrook held its Chubb (CB) position steady in Q2 2026 at 413 shares worth $141K. The position accounts for 0.07% of the portfolio, ranked #96.

Birchbrook first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Birchbrook held 413 shares of Chubb worth $141K as of Q2 2026.
  • Birchbrook left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.07% of Birchbrook's portfolio in Q2 2026, its #96 holding.
  • Birchbrook first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.