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BluePath Capital Management’s Chubb CB Stock Holding History

BluePath Capital Management’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 		$259K Sell
759
-20
-3% -$6.52K 0.14% 116
2026
Q1 		$254K Sell
779
-3,910
-83% -$1.25M 0.18% 108
2025
Q4 		$1.46M Buy
4,689
+399
+9% +$117K 0.99% 21
2025
Q3 		$1.21M Buy
4,290
+550
+15% +$151K 0.89% 32
2025
Q2 		$1.08M Buy
3,740
+171
+5% +$49.2K 0.95% 24
2025
Q1 		$1.08M Sell
3,569
-962
-21% -$267K 1.12% 17
2024
Q4 		$1.19M Buy
4,531
+748
+20% +$212K 0.64% 36
2024
Q3 		$1.09M Buy
3,783
+515
+16% +$141K 0.67% 28
2024
Q2 		$834K Buy
3,268
+838
+34% +$215K 0.58% 37
2024
Q1 		$630K Buy
2,430
+212
+10% +$52.1K 0.48% 44
2023
Q4 		$500K Buy
2,218
+452
+26% +$98.8K 0.43% 56
2023
Q3 		$368K Buy
+1,766
New +$357K 0.34% 61

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

BluePath Capital Management's CB Position: Q2 2026 in Review

BluePath Capital Management reduced its Chubb (CB) stake by 2.6% in Q2 2026, selling an estimated $6.52K and leaving 759 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #116.

BluePath Capital Management first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2025. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • BluePath Capital Management held 759 shares of Chubb worth $259K as of Q2 2026.
  • BluePath Capital Management sold 20 Chubb shares in Q2 2026, an estimated $6.52K.
  • Chubb made up 0.14% of BluePath Capital Management's portfolio in Q2 2026, its #116 holding.
  • BluePath Capital Management first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • BluePath Capital Management's Chubb position peaked at $1.46M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.