CFS Investment Advisory Services’s Chubb CB Stock Holding History

CFS Investment Advisory Services’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	$3.4M	Sell	9,422 -173	-2%	-$56.4K	0.23%	87
2026 Q1	$3.17M	Sell	9,595 -8	-0.1%	-$2.57K	0.22%	90
2025 Q4	$3M	Buy	9,603 +44	+0.5%	+$12.9K	0.22%	92
2025 Q3	$2.7M	Sell	9,559 -14	-0.1%	-$3.85K	0.2%	95
2025 Q2	$2.77M	Sell	9,573 -185	-2%	-$53.2K	0.23%	87
2025 Q1	$2.95M	Sell	9,758 -332	-3%	-$92.3K	0.26%	82
2024 Q4	$2.79M	Sell	10,090 -7	-0.1%	-$1.99K	0.25%	83
2024 Q3	$2.91M	Sell	10,097 -98	-1%	-$26.9K	0.24%	78
2024 Q2	$2.6M	Sell	10,195 -286	-3%	-$73.4K	0.21%	80
2024 Q1	$2.72M	Sell	10,481 -249	-2%	-$61.2K	0.46%	40
2023 Q4	$2.42M	Sell	10,730 -103	-1%	-$22.5K	0.44%	41
2023 Q3	$2.25M	Sell	10,833 -4	-0%	-$809	0.36%	57
2023 Q2	$2.09M	Sell	10,837 -65	-0.6%	-$12.7K	0.27%	72
2023 Q1	$2.12M	Sell	10,902 -159	-1%	-$33.4K	0.39%	43
2022 Q4	$2.44M	Buy	+11,061	New	+$2.3M	0.55%	29
2022 Q3	–	Sell	-11,178	Closed	-$2.2M	–	249
2022 Q2	$2.2M	Sell	11,178 -2,395,411	-100%	-$493M	0.34%	58
2022 Q1	$11K	Buy	2,406,589 +2,395,190	+21,012%	+$487M	0.05%	148
2021 Q4	$2.25M	Sell	11,399 -670	-6%	-$126K	0.3%	68
2021 Q3	$2.09M	Buy	+12,069	New	+$2.12M	0.29%	79
2020 Q4	$1.87M	Buy	+12,139	New	+$1.7M	0.3%	87

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

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

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

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

CFS Investment Advisory Services's CB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Chubb (CB) stake by 1.8% in Q2 2026, selling an estimated $56.4K and leaving 9,422 shares worth $3.4M. The position accounts for 0.23% of the portfolio, ranked #87.

CFS Investment Advisory Services first reported a position in CB in Q4 2020 and has held it in 20 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

CFS Investment Advisory Services held 9,422 shares of Chubb worth $3.4M as of Q2 2026.
CFS Investment Advisory Services sold 173 Chubb shares in Q2 2026, an estimated $56.4K.
Chubb made up 0.23% of CFS Investment Advisory Services's portfolio in Q2 2026, its #87 holding.
CFS Investment Advisory Services first reported a position in Chubb in Q4 2020 and has held it in 20 quarters since.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.