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Cove Private Wealth’s Chubb CB Stock Holding History

Cove Private Wealth’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 		$1.37M Buy
4,015
+1,079
+37% +$352K 0.26% 66
2026
Q1 		$957K Buy
2,936
+600
+26% +$193K 0.22% 84
2025
Q4 		$729K Hold
2,336
– – 0.22% 90
2025
Q3 		$659K Hold
2,336
– – 0.21% 91
2025
Q2 		$677K Buy
2,336
+1,203
+106% +$346K 0.24% 87
2025
Q1 		$342K Buy
1,133
+33
+3% +$9.17K 0.18% 103
2024
Q4 		$304K Hold
1,100
– – 0.18% 89
2024
Q3 		$317K Hold
1,100
– – 0.25% 67
2024
Q2 		$281K Hold
1,100
– – 0.22% 71
2024
Q1 		$285K Hold
1,100
– – 0.24% 68
2023
Q4 		$249K Buy
+1,100
New +$241K 0.24% 71

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Cove Private Wealth's CB Position: Q2 2026 in Review

Cove Private Wealth increased its Chubb (CB) stake by 37% in Q2 2026, buying an estimated $352K and bringing the position to 4,015 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #66.

Cove Private Wealth first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 934 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cove Private Wealth held 4,015 shares of Chubb worth $1.37M as of Q2 2026.
  • Cove Private Wealth bought 1,079 Chubb shares in Q2 2026, an estimated $352K.
  • Chubb made up 0.26% of Cove Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Cove Private Wealth first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 934 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.