C
CB icon

Certuity’s Chubb CB Stock Holding History

Certuity’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 		$1.56M Buy
4,564
+367
+9% +$120K 0.08% 137
2026
Q1 		$1.37M Sell
4,197
-1,266
-23% -$406K 0.09% 132
2025
Q4 		$1.71M Buy
5,463
+12
+0.2% +$3.51K 0.11% 118
2025
Q3 		$1.54M Buy
5,451
+1,613
+42% +$444K 0.11% 119
2025
Q2 		$1.11M Sell
3,838
-452
-11% -$130K 0.1% 117
2025
Q1 		$1.3M Sell
4,290
-201
-4% -$55.9K 0.14% 99
2024
Q4 		$1.24M Buy
4,491
+138
+3% +$39.2K 0.13% 103
2024
Q3 		$1.26M Sell
4,353
-272
-6% -$74.6K 0.14% 116
2024
Q2 		$1.18M Buy
4,625
+4
+0.1% +$1.03K 0.09% 115
2024
Q1 		$1.2M Buy
4,621
+457
+11% +$112K 0.11% 101
2023
Q4 		$941K Buy
4,164
+423
+11% +$92.5K 0.1% 115
2023
Q3 		$779K Buy
3,741
+751
+25% +$152K 0.09% 96
2023
Q2 		$576K Buy
2,990
+303
+11% +$59.4K 0.07% 133
2023
Q1 		$522K Buy
2,687
+109
+4% +$22.9K 0.08% 111
2022
Q4 		$569K Sell
2,578
-17
-0.7% -$3.54K 0.09% 98
2022
Q3 		$472K Sell
2,595
-158
-6% -$30K 0.11% 97
2022
Q2 		$541K Buy
2,753
+480
+21% +$98.9K 0.14% 84
2022
Q1 		$486K Buy
+2,273
New +$462K 0.1% 138
2021
Q4 		– Sell
-2,029
Closed -$352K – 315
2021
Q3 		$352K Buy
2,029
+491
+32% +$86.1K 0.07% 231
2021
Q2 		$244K Hold
1,538
– – 0.06% 275
2021
Q1 		$243K Sell
1,538
-25
-2% -$4.03K 0.07% 249
2020
Q4 		$241K Buy
+1,563
New +$219K 0.08% 186
2020
Q1 		– Sell
-1,567
Closed -$244K – 183
2019
Q4 		$244K Buy
+1,567
New +$240K 0.12% 142

Other funds holding CB

AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Certuity's CB Position: Q2 2026 in Review

Certuity increased its Chubb (CB) stake by 8.7% in Q2 2026, buying an estimated $120K and bringing the position to 4,564 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #137.

Certuity first reported a position in CB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.71M in Q4 2025. 864 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Certuity held 4,564 shares of Chubb worth $1.56M as of Q2 2026.
  • Certuity bought 367 Chubb shares in Q2 2026, an estimated $120K.
  • Chubb made up 0.08% of Certuity's portfolio in Q2 2026, its #137 holding.
  • Certuity first reported a position in Chubb in Q4 2019 and has held it in 23 quarters since.
  • Certuity's Chubb position peaked at $1.71M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.