Blake Schutter Theil Wealth Advisors’s Chubb CB Stock Holding History

Blake Schutter Theil Wealth 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	$752K	Hold	2,206	–	–	0.51%	45
2026 Q1	$719K	Buy	2,206 +11	+0.5%	+$3.53K	0.59%	41
2025 Q4	$685K	Buy	2,195 +6	+0.3%	+$1.75K	0.56%	42
2025 Q3	$618K	Hold	2,189	–	–	0.61%	45
2025 Q2	$634K	Hold	2,189	–	–	0.72%	42
2025 Q1	$661K	Sell	2,189 -133	-6%	-$37K	0.75%	37
2024 Q4	$642K	Buy	2,322 +5	+0.2%	+$1.42K	0.68%	34
2024 Q3	$668K	Buy	+2,317	New	+$635K	0.48%	59

Other funds holding CB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's CB Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Chubb (CB) position steady in Q2 2026 at 2,206 shares worth $752K. The position accounts for 0.51% of the portfolio, ranked #45.

Blake Schutter Theil Wealth Advisors first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 2,206 shares of Chubb worth $752K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.51% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.