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Curated Wealth Partners’s Chubb CB Stock Holding History

Curated Wealth Partners’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 		$507K Buy
+69,391
New +$22.6M 0.07% 264

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Curated Wealth Partners's CB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Chubb (CB) in Q2 2026: 69,391 shares worth $507K. The stake represents 0.07% of the portfolio and ranks #264 among its holdings.

753 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Curated Wealth Partners held 69,391 shares of Chubb worth $507K as of Q2 2026.
  • Chubb was a new Curated Wealth Partners position in Q2 2026.
  • Chubb made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #264 holding.
  • 753 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.