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Burney Company’s Chubb CB Stock Holding History

Burney Company’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 		$1.65M Sell
4,845
-227
-4% -$74K 0.04% 268
2026
Q1 		$1.65M Sell
5,072
-2,314
-31% -$742K 0.05% 248
2025
Q4 		$2.31M Sell
7,386
-285
-4% -$83.3K 0.07% 223
2025
Q3 		$2.17M Sell
7,671
-103
-1% -$28.3K 0.07% 226
2025
Q2 		$2.25M Sell
7,774
-403
-5% -$116K 0.08% 215
2025
Q1 		$2.47M Sell
8,177
-189
-2% -$52.5K 0.09% 183
2024
Q4 		$2.31M Buy
8,366
+625
+8% +$177K 0.08% 202
2024
Q3 		$2.23M Buy
7,741
+50
+0.7% +$13.7K 0.08% 204
2024
Q2 		$1.96M Sell
7,691
-70
-0.9% -$18K 0.08% 227
2024
Q1 		$2.01M Sell
7,761
-18,426
-70% -$4.53M 0.08% 231
2023
Q4 		$5.92M Buy
26,187
+20,003
+323% +$4.37M 0.25% 103
2023
Q3 		$1.29M Sell
6,184
-60
-1% -$12.1K 0.06% 281
2023
Q2 		$1.2M Sell
6,244
-49
-0.8% -$9.6K 0.06% 297
2023
Q1 		$1.22M Buy
6,293
+145
+2% +$30.5K 0.06% 282
2022
Q4 		$1.36M Buy
+6,148
New +$1.28M 0.07% 261
2016
Q3 		– Sell
-1,966
Closed -$257K – 379
2016
Q2 		$257K Sell
1,966
-1,105
-36% -$136K 0.02% 330
2016
Q1 		$366K Sell
3,071
-1,563
-34% -$180K 0.03% 300
2015
Q4 		$548K Sell
4,634
-18,236
-80% -$2.06M 0.04% 246
2015
Q3 		$2.37M Sell
22,870
-64,160
-74% -$6.71M 0.18% 138
2015
Q2 		$8.85M Sell
87,030
-2,981
-3% -$321K 0.6% 57
2015
Q1 		$10M Buy
90,011
+14,217
+19% +$1.6M 0.69% 46
2014
Q4 		$8.71M Sell
75,794
-1,578
-2% -$175K 0.69% 52
2014
Q3 		$8.11M Buy
77,372
+46,522
+151% +$4.85M 0.7% 50
2014
Q2 		$3.2M Buy
+30,850
New +$3.16M 0.28% 108

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

Burney Company's CB Position: Q2 2026 in Review

Burney Company reduced its Chubb (CB) stake by 4.5% in Q2 2026, selling an estimated $74K and leaving 4,845 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #268.

Burney Company first reported a position in CB in Q2 2014 and has held it in 24 quarters since. The position peaked at $10M in Q1 2015. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Burney Company held 4,845 shares of Chubb worth $1.65M as of Q2 2026.
  • Burney Company sold 227 Chubb shares in Q2 2026, an estimated $74K.
  • Chubb made up 0.04% of Burney Company's portfolio in Q2 2026, its #268 holding.
  • Burney Company first reported a position in Chubb in Q2 2014 and has held it in 24 quarters since.
  • Burney Company's Chubb position peaked at $10M in Q1 2015.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.