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BSW Wealth Partners’s Chubb CB Stock Holding History

BSW Wealth Partners’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 		$520K Sell
1,528
-792
-34% -$258K 0.06% 180
2026
Q1 		$756K Buy
2,320
+210
+10% +$67.4K 0.09% 127
2025
Q4 		$659K Buy
2,110
+248
+13% +$72.5K 0.08% 148
2025
Q3 		$526K Sell
1,862
-2
-0.1% -$550 0.07% 170
2025
Q2 		$540K Sell
1,864
-8
-0.4% -$2.3K 0.07% 151
2025
Q1 		$565K Sell
1,872
-171
-8% -$47.5K 0.09% 141
2024
Q4 		$564K Sell
2,043
-94
-4% -$26.7K 0.08% 141
2024
Q3 		$616K Buy
2,137
+707
+49% +$194K 0.09% 127
2024
Q2 		$365K Buy
1,430
+54
+4% +$13.9K 0.06% 176
2024
Q1 		$357K Sell
1,376
-358
-21% -$88K 0.06% 185
2023
Q4 		$392K Buy
1,734
+149
+9% +$32.6K 0.08% 151
2023
Q3 		$330K Buy
1,585
+337
+27% +$68.1K 0.07% 158
2023
Q2 		$240K Buy
1,248
+3
+0.2% +$588 0.05% 223
2023
Q1 		$242K Buy
1,245
+303
+32% +$63.7K 0.05% 260
2022
Q4 		$208K Buy
+942
New +$196K 0.04% 275

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

BSW Wealth Partners's CB Position: Q2 2026 in Review

BSW Wealth Partners reduced its Chubb (CB) stake by 34% in Q2 2026, selling an estimated $258K and leaving 1,528 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #180.

BSW Wealth Partners first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $756K in Q1 2026. 519 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • BSW Wealth Partners held 1,528 shares of Chubb worth $520K as of Q2 2026.
  • BSW Wealth Partners sold 792 Chubb shares in Q2 2026, an estimated $258K.
  • Chubb made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • BSW Wealth Partners first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's Chubb position peaked at $756K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.