Cedar Mountain Advisors’s Chubb CB Stock Holding History

Cedar Mountain 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	$34.1K	Buy	100 +9	+10%	+$2.94K	0.01%	237
2026 Q1	$29.7K	Sell	91 -1	-1%	-$321	0.01%	221
2025 Q4	$28.7K	Hold	92	–	–	0.01%	157
2025 Q3	$26K	Buy	92 +56	+156%	+$15.4K	0.01%	160
2025 Q2	$10.4K	Hold	36	–	–	﹤0.01%	214
2025 Q1	$10.9K	Hold	36	–	–	﹤0.01%	200
2024 Q4	$9.95K	Hold	36	–	–	﹤0.01%	206
2024 Q3	$10.4K	Hold	36	–	–	﹤0.01%	196
2024 Q2	$9.18K	Hold	36	–	–	﹤0.01%	192
2024 Q1	$9.33K	Hold	36	–	–	﹤0.01%	192
2023 Q4	$8.14K	Hold	36	–	–	﹤0.01%	195
2023 Q3	$7.49K	Hold	36	–	–	﹤0.01%	192
2023 Q2	$6.93K	Hold	36	–	–	﹤0.01%	188
2023 Q1	$6.99K	Hold	36	–	–	﹤0.01%	187
2022 Q4	$7.94K	Hold	36	–	–	﹤0.01%	175
2022 Q3	$7K	Hold	36	–	–	﹤0.01%	178
2022 Q2	$7K	Hold	36	–	–	﹤0.01%	187
2022 Q1	$8K	Hold	36	–	–	﹤0.01%	190
2021 Q4	$7K	Hold	36	–	–	﹤0.01%	208
2021 Q3	$6K	Hold	36	–	–	﹤0.01%	216
2021 Q2	$6K	Hold	36	–	–	﹤0.01%	200
2021 Q1	$6K	Hold	36	–	–	﹤0.01%	204
2020 Q4	$6K	Hold	36	–	–	﹤0.01%	199
2020 Q3	$4K	Buy	36 +11	+44%	+$1.38K	﹤0.01%	196
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	199
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	179
2019 Q4	$4K	Buy	+25	New	+$3.83K	﹤0.01%	181

Other funds holding CB

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Cedar Mountain Advisors's CB Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Chubb (CB) stake by 9.9% in Q2 2026, buying an estimated $2.94K and bringing the position to 100 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #237.

Cedar Mountain Advisors first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Cedar Mountain Advisors held 100 shares of Chubb worth $34.1K as of Q2 2026.
Cedar Mountain Advisors bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
Chubb made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #237 holding.
Cedar Mountain Advisors first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.