CWA
CB icon

Carolina Wealth Advisors’s Chubb CB Stock Holding History

Carolina Wealth Advisors’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 		$7.16K Hold
21
– – ﹤0.01% 213
2026
Q1 		$6.84K Buy
+21
New +$6.74K ﹤0.01% 206
2025
Q3 		– Sell
-20
Closed -$5.79K – 245
2025
Q2 		$5.79K Hold
20
– – ﹤0.01% 177
2025
Q1 		$6.04K Hold
20
– – ﹤0.01% 180
2024
Q4 		$5.53K Hold
20
– – ﹤0.01% 191
2024
Q3 		$5.77K Buy
+20
New +$5.48K ﹤0.01% 216

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carolina Wealth Advisors's CB Position: Q2 2026 in Review

Carolina Wealth Advisors held its Chubb (CB) position steady in Q2 2026 at 21 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Carolina Wealth Advisors first reported a position in CB in Q3 2024 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Carolina Wealth Advisors held 21 shares of Chubb worth $7.16K as of Q2 2026.
  • Carolina Wealth Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • Carolina Wealth Advisors first reported a position in Chubb in Q3 2024 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.