Crux Wealth Advisors’s Chubb CB Stock Holding History

Crux Wealth Advisors’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	$468K	Buy	1,374 +2	+0.1%	+$652	0.16%	126
2026 Q1	$447K	Sell	1,372 -22	-2%	-$7.06K	0.17%	119
2025 Q4	$435K	Sell	1,394 -140	-9%	-$40.9K	0.16%	118
2025 Q3	$433K	Sell	1,534 -176	-10%	-$48.4K	0.17%	123
2025 Q2	$496K	Sell	1,710 -2,019	-54%	-$581K	0.21%	112
2025 Q1	$1.13M	Sell	3,729 -1,260	-25%	-$350K	0.59%	58
2024 Q4	$1.38M	Buy	+4,989	New	+$1.42M	0.77%	36

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Crux Wealth Advisors's CB Position: Q2 2026 in Review

Crux Wealth Advisors increased its Chubb (CB) stake by 0.15% in Q2 2026, buying an estimated $652 and bringing the position to 1,374 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #126.

Crux Wealth Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2024. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Crux Wealth Advisors held 1,374 shares of Chubb worth $468K as of Q2 2026.
Crux Wealth Advisors bought 2 Chubb shares in Q2 2026, an estimated $652.
Chubb made up 0.16% of Crux Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Crux Wealth Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Chubb position peaked at $1.38M in Q4 2024.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.