Broadwater Capital’s Chubb CB Stock Holding History

Broadwater Capital’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	$405K	Hold	1,190	–	–	0.29%	56
2026 Q1	$371K	Hold	1,190	–	–	0.28%	58
2025 Q4	$371K	Sell	1,190 -30	-2%	-$8.77K	0.28%	58
2025 Q3	$344K	Sell	1,220 -352,238	-100%	-$96.9M	0.25%	62
2025 Q2	$353M	Buy	353,458 +352,238	+28,872%	+$101M	0.27%	62
2025 Q1	$368K	Hold	1,220	–	–	0.29%	60
2024 Q4	$337K	Sell	1,220 -10	-0.8%	-$2.84K	0.26%	63
2024 Q3	$355K	Hold	1,230	–	–	0.26%	63
2024 Q2	$314K	Hold	1,230	–	–	0.24%	65
2024 Q1	$319K	Sell	1,230 -20	-2%	-$4.92K	0.24%	65
2023 Q4	$283K	Buy	+1,250	New	+$273K	0.22%	66

Other funds holding CB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Broadwater Capital's CB Position: Q2 2026 in Review

Broadwater Capital held its Chubb (CB) position steady in Q2 2026 at 1,190 shares worth $405K. The position accounts for 0.29% of the portfolio, ranked #56.

Broadwater Capital first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $353M in Q2 2025. 1,178 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Broadwater Capital held 1,190 shares of Chubb worth $405K as of Q2 2026.
Broadwater Capital left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.29% of Broadwater Capital's portfolio in Q2 2026, its #56 holding.
Broadwater Capital first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Chubb position peaked at $353M in Q2 2025.
1,178 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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