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Canopy Partners’s Chubb CB Stock Holding History

Canopy 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 		$1.02M Buy
3,000
+59
+2% +$19.2K 0.31% 64
2026
Q1 		$959K Sell
2,941
-11
-0.4% -$3.53K 0.33% 63
2025
Q4 		$921K Buy
2,952
+175
+6% +$51.2K 0.3% 67
2025
Q3 		$784K Sell
2,777
-38
-1% -$10.5K 0.26% 78
2025
Q2 		$816K Sell
2,815
-2,033
-42% -$585K 0.3% 70
2025
Q1 		$1.46M Buy
4,848
+30
+0.6% +$8.34K 0.57% 39
2024
Q4 		$1.33M Buy
4,818
+2,340
+94% +$664K 0.51% 41
2024
Q3 		$715K Sell
2,478
-25
-1% -$6.85K 0.31% 73
2024
Q2 		$638K Sell
2,503
-75
-3% -$19.3K 0.3% 79
2024
Q1 		$668K Buy
2,578
+285
+12% +$70.1K 0.33% 73
2023
Q4 		$520K Buy
+2,293
New +$501K 0.32% 75

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Canopy Partners's CB Position: Q2 2026 in Review

Canopy Partners increased its Chubb (CB) stake by 2% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,000 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #64.

Canopy Partners first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2025. 654 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Canopy Partners held 3,000 shares of Chubb worth $1.02M as of Q2 2026.
  • Canopy Partners bought 59 Chubb shares in Q2 2026, an estimated $19.2K.
  • Chubb made up 0.31% of Canopy Partners's portfolio in Q2 2026, its #64 holding.
  • Canopy Partners first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Chubb position peaked at $1.46M in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.