Capstone Wealth Management (Alabama)’s Chubb CB Stock Holding History

Capstone Wealth Management (Alabama)’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	$310K	Buy	+909	New	+$296K	0.14%	114

Other funds holding CB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s CB Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Chubb (CB) in Q2 2026: 909 shares worth $310K. The stake represents 0.14% of the portfolio and ranks #114 among its holdings.

977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Capstone Wealth Management (Alabama) held 909 shares of Chubb worth $310K as of Q2 2026.
Chubb was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Chubb made up 0.14% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #114 holding.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.