Central Valley Advisors’s Chubb CB Stock Holding History

Central Valley 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	$1.24M	Sell	3,646 -510	-12%	-$166K	0.32%	65
2026 Q1	$1.36M	Sell	4,156 -3,350	-45%	-$1.07M	0.37%	64
2025 Q4	$2.34M	Sell	7,506 -309	-4%	-$90.4K	0.7%	42
2025 Q3	$2.21M	Sell	7,815 -13	-0.2%	-$3.58K	0.68%	40
2025 Q2	$2.27M	Sell	7,828 -78	-1%	-$22.4K	0.77%	36
2025 Q1	$2.39M	Sell	7,906 -124	-2%	-$34.5K	0.9%	31
2024 Q4	$2.22M	Buy	8,030 +410	+5%	+$116K	1.01%	24
2024 Q3	$2.2M	Buy	7,620 +283	+4%	+$77.6K	1.24%	19
2024 Q2	$1.87M	Sell	7,337 -1	-0%	-$257	0.8%	31
2024 Q1	$1.9M	Buy	7,338 +415	+6%	+$102K	0.98%	25
2023 Q4	$1.56M	Buy	+6,923	New	+$1.51M	0.92%	28

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

Central Valley Advisors's CB Position: Q2 2026 in Review

Central Valley Advisors reduced its Chubb (CB) stake by 12% in Q2 2026, selling an estimated $166K and leaving 3,646 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #65.

Central Valley Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2025. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Central Valley Advisors held 3,646 shares of Chubb worth $1.24M as of Q2 2026.
Central Valley Advisors sold 510 Chubb shares in Q2 2026, an estimated $166K.
Chubb made up 0.32% of Central Valley Advisors's portfolio in Q2 2026, its #65 holding.
Central Valley Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Chubb position peaked at $2.39M in Q1 2025.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.