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Demars Financial Group’s Chubb CB Stock Holding History

Demars 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 		$2.19M Buy
6,442
+722
+13% +$235K 0.61% 22
2026
Q1 		$1.86M Buy
5,720
+233
+4% +$74.8K 0.61% 21
2025
Q4 		$1.71M Buy
5,487
+85
+2% +$24.9K 0.57% 21
2025
Q3 		$1.52M Sell
5,402
-507
-9% -$140K 0.53% 21
2025
Q2 		$1.71M Sell
5,909
-6,232,723
-100% -$1.79B 0.66% 18
2025
Q1 		$20.7M Buy
6,238,632
+878,177
+16% +$244M 0.59% 21
2024
Q4 		$19.4M Buy
5,360,455
+5,340,499
+26,761% +$1.52B 0.62% 22
2024
Q3 		$5.76M Buy
19,956
+369
+2% +$101K 2.62% 9
2024
Q2 		$5M Buy
19,587
+540
+3% +$139K 2.39% 10
2024
Q1 		$4.94M Sell
19,047
-102
-0.5% -$25.1K 2.43% 9
2023
Q4 		$4.33M Sell
19,149
-657
-3% -$144K 2.31% 9
2023
Q3 		$4.12M Buy
+19,806
New +$4M 2.36% 12

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

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

Demars Financial Group increased its Chubb (CB) stake by 13% in Q2 2026, buying an estimated $235K and bringing the position to 6,442 shares worth $2.19M. The position accounts for 0.61% of the portfolio, ranked #22.

Demars Financial Group first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.7M in Q1 2025. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Demars Financial Group held 6,442 shares of Chubb worth $2.19M as of Q2 2026.
  • Demars Financial Group bought 722 Chubb shares in Q2 2026, an estimated $235K.
  • Chubb made up 0.61% of Demars Financial Group's portfolio in Q2 2026, its #22 holding.
  • Demars Financial Group first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • Demars Financial Group's Chubb position peaked at $20.7M in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.