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Capital Advisors Ltd’s Chubb CB Stock Holding History

Capital Advisors Ltd’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 		$57K Sell
166
-34
-17% -$11.1K 0.01% 493
2026
Q1 		$65K Buy
200
+68
+52% +$21.8K 0.01% 453
2025
Q4 		$41K Buy
132
+43
+48% +$12.6K ﹤0.01% 526
2025
Q3 		$25K Buy
89
+2
+2% +$550 ﹤0.01% 605
2025
Q2 		$25K Sell
87
-3
-3% -$863 ﹤0.01% 588
2025
Q1 		$27K Buy
90
+3
+3% +$834 ﹤0.01% 568
2024
Q4 		$24K Sell
87
-1
-1% -$284 ﹤0.01% 586
2024
Q3 		$25K Buy
88
+6
+7% +$1.65K ﹤0.01% 575
2024
Q2 		$21K Buy
82
+14
+21% +$3.6K ﹤0.01% 587
2024
Q1 		$18K Buy
68
+7
+11% +$1.72K ﹤0.01% 602
2023
Q4 		$14K Buy
61
+6
+11% +$1.31K ﹤0.01% 621
2023
Q3 		$11K Buy
55
+2
+4% +$404 ﹤0.01% 661
2023
Q2 		$10K Buy
53
+28
+112% +$5.49K ﹤0.01% 692
2023
Q1 		$5K Sell
25
-59
-70% -$12.4K ﹤0.01% 668
2022
Q4 		$19K Buy
84
+4
+5% +$832 ﹤0.01% 467
2022
Q3 		$15K Buy
80
+57
+248% +$10.8K ﹤0.01% 477
2022
Q2 		$5K Sell
23
-9
-28% -$1.85K ﹤0.01% 567
2022
Q1 		$7K Buy
32
+6
+23% +$1.22K ﹤0.01% 556
2021
Q4 		$5K Buy
26
+3
+13% +$564 ﹤0.01% 565
2021
Q3 		$4K Sell
23
-488
-95% -$85.5K ﹤0.01% 476
2021
Q2 		$81K Hold
511
– – 0.01% 280
2021
Q1 		$81K Hold
511
– – 0.01% 262
2020
Q4 		$79K Hold
511
– – 0.02% 246
2020
Q3 		$59K Buy
+511
New +$64.2K 0.01% 261
2020
Q2 		– Sell
-511
Closed -$57K – 451
2020
Q1 		$57K Buy
511
+23
+5% +$3.3K 0.02% 253
2019
Q4 		$76K Hold
488
– – 0.02% 232
2019
Q3 		$79K Sell
488
-161
-25% -$24.9K 0.02% 220
2019
Q2 		$96K Buy
649
+161
+33% +$23.2K 0.03% 213
2019
Q1 		$68K Hold
488
– – 0.02% 261
2018
Q4 		$63K Hold
488
– – 0.02% 258
2018
Q3 		$65K Buy
+488
New +$66K 0.02% 276

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

Capital Advisors Ltd's CB Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Chubb (CB) stake by 17% in Q2 2026, selling an estimated $11.1K and leaving 166 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #493.

Capital Advisors Ltd first reported a position in CB in Q3 2018 and has held it in 31 quarters since. The position peaked at $96K in Q2 2019. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Capital Advisors Ltd held 166 shares of Chubb worth $57K as of Q2 2026.
  • Capital Advisors Ltd sold 34 Chubb shares in Q2 2026, an estimated $11.1K.
  • Chubb made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #493 holding.
  • Capital Advisors Ltd first reported a position in Chubb in Q3 2018 and has held it in 31 quarters since.
  • Capital Advisors Ltd's Chubb position peaked at $96K in Q2 2019.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.