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Discipline Wealth Solutions’s Chubb CB Stock Holding History

Discipline Wealth Solutions’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 		$413K Sell
1,213
-21
-2% -$6.85K 0.04% 139
2026
Q1 		$402K Hold
1,234
– – 0.04% 128
2025
Q4 		$385K Buy
1,234
+28
+2% +$8.19K 0.07% 118
2025
Q3 		$340K Hold
1,206
– – 0.09% 118
2025
Q2 		$349K Hold
1,206
– – 0.13% 73
2025
Q1 		$364K Hold
1,206
– – 0.17% 57
2024
Q4 		$333K Hold
1,206
– – 0.15% 63
2024
Q3 		$348K Buy
+1,206
New +$331K 0.18% 54

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

Discipline Wealth Solutions's CB Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Chubb (CB) stake by 1.7% in Q2 2026, selling an estimated $6.85K and leaving 1,213 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #139.

Discipline Wealth Solutions first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Discipline Wealth Solutions held 1,213 shares of Chubb worth $413K as of Q2 2026.
  • Discipline Wealth Solutions sold 21 Chubb shares in Q2 2026, an estimated $6.85K.
  • Chubb made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #139 holding.
  • Discipline Wealth Solutions first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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