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Cary Street Partners’s Chubb CB Stock Holding History

Cary Street 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 		$3.04M Buy
8,929
+755
+9% +$246K 0.07% 276
2026
Q1 		$2.66M Sell
8,174
-4
-0% -$1.28K 0.07% 279
2025
Q4 		$2.55M Buy
8,178
+148
+2% +$43.3K 0.06% 297
2025
Q3 		$2.27M Sell
8,030
-368
-4% -$101K 0.06% 303
2025
Q2 		$2.43M Sell
8,398
-266
-3% -$76.5K 0.07% 286
2025
Q1 		$2.62M Sell
8,664
-540
-6% -$150K 0.08% 247
2024
Q4 		$2.54M Buy
+9,204
New +$2.61M 0.08% 239

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

Cary Street Partners's CB Position: Q2 2026 in Review

Cary Street Partners increased its Chubb (CB) stake by 9.2% in Q2 2026, buying an estimated $246K and bringing the position to 8,929 shares worth $3.04M. The position accounts for 0.07% of the portfolio, ranked #276.

Cary Street Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cary Street Partners held 8,929 shares of Chubb worth $3.04M as of Q2 2026.
  • Cary Street Partners bought 755 Chubb shares in Q2 2026, an estimated $246K.
  • Chubb made up 0.07% of Cary Street Partners's portfolio in Q2 2026, its #276 holding.
  • Cary Street Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.