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Burkett Financial Services’s Chubb CB Stock Holding History

Burkett Financial Services’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 		$4.16K Hold
12
– – ﹤0.01% 211
2026
Q1 		$3.96K Hold
12
– – ﹤0.01% 196
2025
Q4 		$3.78K Hold
12
– – ﹤0.01% 186
2025
Q3 		$3.41K Hold
12
– – ﹤0.01% 186
2025
Q2 		$3.49K Hold
12
– – ﹤0.01% 178
2025
Q1 		$3.62K Hold
12
– – ﹤0.01% 200
2024
Q4 		$3.32K Hold
12
– – ﹤0.01% 176
2024
Q3 		$3.46K Buy
+12
New +$3.29K ﹤0.01% 168

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

Burkett Financial Services's CB Position: Q2 2026 in Review

Burkett Financial Services held its Chubb (CB) position steady in Q2 2026 at 12 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Burkett Financial Services first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Burkett Financial Services held 12 shares of Chubb worth $4.16K as of Q2 2026.
  • Burkett Financial Services left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #211 holding.
  • Burkett Financial Services first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.