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Brookstone Capital Management’s Chubb CB Stock Holding History

Brookstone 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 		$1.58M Buy
4,629
+64
+1% +$20.9K 0.02% 559
2026
Q1 		$1.49M Buy
4,565
+28
+0.6% +$8.98K 0.02% 527
2025
Q4 		$1.42M Sell
4,537
-53
-1% -$15.5K 0.02% 537
2025
Q3 		$1.3M Buy
4,590
+2,430
+113% +$669K 0.02% 543
2025
Q2 		$626K Buy
2,160
+815
+61% +$235K 0.01% 693
2025
Q1 		$406K Sell
1,345
-7
-0.5% -$1.95K 0.01% 763
2024
Q4 		$373K Buy
1,352
+91
+7% +$25.8K 0.01% 772
2024
Q3 		$364K Buy
1,261
+252
+25% +$69.1K 0.01% 774
2024
Q2 		$270K Buy
1,009
+152
+18% +$39K ﹤0.01% 825
2024
Q1 		$222K Sell
857
-57
-6% -$14K ﹤0.01% 852
2023
Q4 		$207K Buy
+914
New +$200K ﹤0.01% 822
2022
Q3 		– Sell
-6,621
Closed -$1.28M – 785
2022
Q2 		$1.28M Buy
6,621
+4,856
+275% +$1M 0.03% 361
2022
Q1 		$380K Buy
+1,765
New +$359K 0.01% 610
2015
Q4 		– Sell
-135
Closed -$14K – 254
2015
Q3 		$14K Hold
135
– – ﹤0.01% 947
2015
Q2 		$14K Buy
+135
New +$14.5K ﹤0.01% 1031

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

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

Brookstone Capital Management increased its Chubb (CB) stake by 1.4% in Q2 2026, buying an estimated $20.9K and bringing the position to 4,629 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #559.

Brookstone Capital Management first reported a position in CB in Q2 2015 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Brookstone Capital Management held 4,629 shares of Chubb worth $1.58M as of Q2 2026.
  • Brookstone Capital Management bought 64 Chubb shares in Q2 2026, an estimated $20.9K.
  • Chubb made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #559 holding.
  • Brookstone Capital Management first reported a position in Chubb in Q2 2015 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.