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Clayton Financial Group’s Chubb CB Stock Holding History

Clayton Financial Group’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 		– Sell
-65
Closed -$21.2K – 140
2026
Q1 		$21.2K Hold
65
– – 0.01% 186
2025
Q4 		$20.3K Buy
+65
New +$19K 0.01% 183
2025
Q2 		– Sell
-762
Closed -$230K – 41
2025
Q1 		$230K Sell
762
-64
-8% -$17.8K 0.08% 102
2024
Q4 		$228K Sell
826
-17
-2% -$4.83K 0.08% 112
2024
Q3 		$243K Sell
843
-55
-6% -$15.1K 0.09% 104
2024
Q2 		$233K Hold
898
– – 0.1% 94
2024
Q1 		$233K Buy
+898
New +$221K 0.11% 92

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

Clayton Financial Group's CB Position: Q2 2026 in Review

Clayton Financial Group sold out of Chubb (CB) in Q2 2026, closing a stake of 65 shares — an estimated $21.2K sold.

Clayton Financial Group first reported a position in CB in Q1 2024 and held it in 7 quarters. The position peaked at $243K in Q3 2024. 499 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Clayton Financial Group reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 65 Chubb shares in Q2 2026, an estimated $21.2K.
  • Clayton Financial Group first reported a position in Chubb in Q1 2024 and held it in 7 quarters.
  • Clayton Financial Group's Chubb position peaked at $243K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.