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Brown Miller Wealth Management’s Chubb CB Stock Holding History

Brown Miller Wealth 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 		$5.18M Sell
15,217
-124
-0.8% -$40.4K 1.31% 12
2026
Q1 		$5M Sell
15,341
-176
-1% -$56.5K 1.42% 11
2025
Q4 		$4.84M Buy
15,517
+77
+0.5% +$22.5K 1.34% 13
2025
Q3 		$4.36M Buy
15,440
+256
+2% +$70.5K 1.24% 15
2025
Q2 		$4.4M Buy
15,184
+244
+2% +$70.2K 1.37% 13
2025
Q1 		$4.51M Buy
14,940
+2,076
+16% +$577K 1.56% 8
2024
Q4 		$3.55M Buy
12,864
+64
+0.5% +$18.2K 1.36% 14
2024
Q3 		$3.69M Buy
12,800
+138
+1% +$37.8K 1.43% 13
2024
Q2 		$3.23M Buy
12,662
+52
+0.4% +$13.4K 1.34% 15
2024
Q1 		$3.27M Buy
12,610
+482
+4% +$119K 1.44% 14
2023
Q4 		$2.74M Buy
12,128
+168
+1% +$36.7K 1.37% 21
2023
Q3 		$2.49M Buy
11,960
+917
+8% +$185K 1.39% 17
2023
Q2 		$2.13M Buy
11,043
+401
+4% +$78.6K 1.15% 27
2023
Q1 		$2.07M Buy
10,642
+222
+2% +$46.7K 1.22% 25
2022
Q4 		$2.3M Buy
10,420
+87
+0.8% +$18.1K 1.45% 21
2022
Q3 		$1.88M Buy
10,333
+945
+10% +$179K 1.33% 22
2022
Q2 		$1.84M Buy
9,388
+129
+1% +$26.6K 1.26% 24
2022
Q1 		$1.98M Buy
9,259
+163
+2% +$33.1K 1.15% 27
2021
Q4 		$1.76M Buy
9,096
+671
+8% +$126K 1.01% 28
2021
Q3 		$1.46M Buy
8,425
+316
+4% +$55.4K 0.92% 30
2021
Q2 		$1.29M Buy
8,109
+437
+6% +$72.4K 0.82% 32
2021
Q1 		$1.21M Buy
7,672
+249
+3% +$40.1K 0.86% 33
2020
Q4 		$1.14M Buy
+7,423
New +$1.04M 0.86% 29

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

Brown Miller Wealth Management's CB Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Chubb (CB) stake by 0.81% in Q2 2026, selling an estimated $40.4K and leaving 15,217 shares worth $5.18M. The position accounts for 1.31% of the portfolio, ranked #12.

Brown Miller Wealth Management first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Brown Miller Wealth Management held 15,217 shares of Chubb worth $5.18M as of Q2 2026.
  • Brown Miller Wealth Management sold 124 Chubb shares in Q2 2026, an estimated $40.4K.
  • Chubb made up 1.31% of Brown Miller Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Brown Miller Wealth Management first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.