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Cooper Financial Group’s Chubb CB Stock Holding History

Cooper 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 		$244K Buy
716
+40
+6% +$13K 0.02% 388
2026
Q1 		$220K Buy
+676
New +$217K 0.02% 392

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

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

Cooper Financial Group increased its Chubb (CB) stake by 5.9% in Q2 2026, buying an estimated $13K and bringing the position to 716 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #388.

Cooper Financial Group first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cooper Financial Group held 716 shares of Chubb worth $244K as of Q2 2026.
  • Cooper Financial Group bought 40 Chubb shares in Q2 2026, an estimated $13K.
  • Chubb made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #388 holding.
  • Cooper Financial Group first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.