Bravera Wealth’s Chubb CB Stock Holding History

Bravera Wealth’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	$155K	Hold	456	–	–	0.06%	118
2026 Q1	$149K	Hold	456	–	–	0.07%	127
2025 Q4	$142K	Buy	+456	New	+$133K	0.07%	116

Other funds holding CB

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

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 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Bravera Wealth's CB Position: Q2 2026 in Review

Bravera Wealth held its Chubb (CB) position steady in Q2 2026 at 456 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #118.

Bravera Wealth first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Bravera Wealth held 456 shares of Chubb worth $155K as of Q2 2026.
Bravera Wealth left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.06% of Bravera Wealth's portfolio in Q2 2026, its #118 holding.
Bravera Wealth first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.