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Crescent Sterling’s Chubb CB Stock Holding History

Crescent Sterling’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 		$932K Buy
2,735
+200
+8% +$65.2K 0.83% 33
2026
Q1 		$826K Buy
2,535
+93
+4% +$29.8K 0.8% 35
2025
Q4 		$762K Buy
2,442
+55
+2% +$16.1K 0.78% 36
2025
Q3 		$674K Buy
2,387
+323
+16% +$88.9K 0.71% 43
2025
Q2 		$598K Buy
2,064
+678
+49% +$195K 0.67% 43
2025
Q1 		$419K Buy
1,386
+388
+39% +$108K 0.43% 54
2024
Q4 		$276K Buy
998
+140
+16% +$39.8K 0.28% 68
2024
Q3 		$247K Buy
+858
New +$235K 0.24% 73

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

Crescent Sterling's CB Position: Q2 2026 in Review

Crescent Sterling increased its Chubb (CB) stake by 7.9% in Q2 2026, buying an estimated $65.2K and bringing the position to 2,735 shares worth $932K. The position accounts for 0.83% of the portfolio, ranked #33.

Crescent Sterling first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Crescent Sterling held 2,735 shares of Chubb worth $932K as of Q2 2026.
  • Crescent Sterling bought 200 Chubb shares in Q2 2026, an estimated $65.2K.
  • Chubb made up 0.83% of Crescent Sterling's portfolio in Q2 2026, its #33 holding.
  • Crescent Sterling first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.