CFCI
CB icon

Comprehensive Financial Consultants Institutional’s Chubb CB Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$5.54M Sell
16,253
-218
-1% -$71.1K 1.46% 14
2026
Q1 		$5.37M Sell
16,471
-234
-1% -$75.1K 1.6% 12
2025
Q4 		$5.21M Sell
16,705
-147
-0.9% -$43K 1.57% 11
2025
Q3 		$4.76M Buy
16,852
+606
+4% +$167K 1.47% 17
2025
Q2 		$4.71M Sell
16,246
-227
-1% -$65.3K 1.54% 12
2025
Q1 		$4.97M Buy
16,473
+306
+2% +$85K 1.77% 6
2024
Q4 		$4.47M Sell
16,167
-7
-0% -$1.99K 1.63% 10
2024
Q3 		$4.66M Buy
16,174
+191
+1% +$52.4K 1.7% 10
2024
Q2 		$4.08M Buy
15,983
+1,008
+7% +$259K 1.6% 13
2024
Q1 		$3.88M Buy
14,975
+67
+0.4% +$16.5K 1.61% 10
2023
Q4 		$3.37M Buy
14,908
+392
+3% +$85.7K 1.57% 12
2023
Q3 		$3.02M Buy
14,516
+1,015
+8% +$205K 1.59% 11
2023
Q2 		$2.59M Buy
13,501
+564
+4% +$110K 1.37% 18
2023
Q1 		$2.51M Buy
12,937
+354
+3% +$74.4K 1.42% 19
2022
Q4 		$2.84M Sell
12,583
-738
-6% -$154K 1.71% 9
2022
Q3 		$2.57M Buy
13,321
+884
+7% +$168K 1.69% 12
2022
Q2 		$2.39M Sell
12,437
-53
-0.4% -$10.9K 1.7% 10
2022
Q1 		$2.61M Buy
+12,490
New +$2.54M 1.82% 8

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

Comprehensive Financial Consultants Institutional's CB Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Chubb (CB) stake by 1.3% in Q2 2026, selling an estimated $71.1K and leaving 16,253 shares worth $5.54M. The position accounts for 1.46% of the portfolio, ranked #14.

Comprehensive Financial Consultants Institutional first reported a position in CB in Q1 2022 and has held it in 18 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 16,253 shares of Chubb worth $5.54M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 218 Chubb shares in Q2 2026, an estimated $71.1K.
  • Chubb made up 1.46% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #14 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Chubb in Q1 2022 and has held it in 18 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.