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Dynamic Advisor Solutions’s Chubb CB Stock Holding History

Dynamic Advisor 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 		$1.95M Sell
5,729
-1,217
-18% -$397K 0.06% 342
2026
Q1 		$2.26M Sell
6,946
-100
-1% -$32.1K 0.07% 282
2025
Q4 		$2.2M Sell
7,046
-1,130
-14% -$330K 0.07% 277
2025
Q3 		$2.31M Buy
8,176
+106
+1% +$29.2K 0.07% 292
2025
Q2 		$2.34M Sell
8,070
-21
-0.3% -$6.04K 0.07% 269
2025
Q1 		$2.44M Sell
8,091
-325
-4% -$90.3K 0.08% 242
2024
Q4 		$2.33M Sell
8,416
-835
-9% -$237K 0.1% 189
2024
Q3 		$2.67M Sell
9,251
-566
-6% -$155K 0.08% 254
2024
Q2 		$2.5M Sell
9,817
-817
-8% -$210K 0.08% 266
2024
Q1 		$2.76M Buy
10,634
+203
+2% +$49.9K 0.09% 257
2023
Q4 		$2.38M Buy
10,431
+378
+4% +$82.7K 0.09% 259
2023
Q3 		$2.09M Buy
10,053
+295
+3% +$59.6K 0.1% 230
2023
Q2 		$1.88M Buy
9,758
+543
+6% +$106K 0.1% 233
2023
Q1 		$1.79M Buy
9,215
+764
+9% +$161K 0.1% 232
2022
Q4 		$1.86M Buy
8,451
+512
+6% +$107K 0.13% 188
2022
Q3 		$1.44M Buy
7,939
+110
+1% +$20.9K 0.11% 196
2022
Q2 		$1.54M Buy
7,829
+3,090
+65% +$637K 0.12% 193
2022
Q1 		$1.01M Sell
4,739
-888
-16% -$180K 0.07% 262
2021
Q4 		$1.09M Buy
5,627
+444
+9% +$83.4K 0.08% 259
2021
Q3 		$899K Buy
5,183
+274
+6% +$48K 0.07% 315
2021
Q2 		$780K Buy
4,909
+521
+12% +$86.3K 0.06% 325
2021
Q1 		$693K Buy
4,388
+80
+2% +$12.9K 0.06% 309
2020
Q4 		$663K Sell
4,308
-25
-0.6% -$3.5K 0.06% 307
2020
Q3 		$503K Buy
4,333
+262
+6% +$32.9K 0.06% 317
2020
Q2 		$515K Buy
4,071
+1,533
+60% +$178K 0.07% 271
2020
Q1 		$283K Sell
2,538
-160
-6% -$22.9K 0.05% 346
2019
Q4 		$420K Sell
2,698
-92
-3% -$14.1K 0.06% 339
2019
Q3 		$450K Buy
2,790
+640
+30% +$99K 0.07% 294
2019
Q2 		$317K Sell
2,150
-579
-21% -$83.6K 0.05% 347
2019
Q1 		$382K Buy
2,729
+95
+4% +$12.6K 0.07% 263
2018
Q4 		$348K Sell
2,634
-508
-16% -$65.6K 0.07% 258
2018
Q3 		$420K Buy
3,142
+197
+7% +$26.6K 0.09% 243
2018
Q2 		$374K Buy
2,945
+1,197
+68% +$159K 0.08% 261
2018
Q1 		$239K Buy
+1,748
New +$253K 0.06% 298

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Dynamic Advisor Solutions's CB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Chubb (CB) stake by 18% in Q2 2026, selling an estimated $397K and leaving 5,729 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #342.

Dynamic Advisor Solutions first reported a position in CB in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.76M in Q1 2024. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Dynamic Advisor Solutions held 5,729 shares of Chubb worth $1.95M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,217 Chubb shares in Q2 2026, an estimated $397K.
  • Chubb made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #342 holding.
  • Dynamic Advisor Solutions first reported a position in Chubb in Q1 2018 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's Chubb position peaked at $2.76M in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.