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Elevate Capital Advisors’s Chubb CB Stock Holding History

Elevate Capital 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 		$4.95M Buy
14,514
+9,862
+212% +$3.22M 2.72% 11
2026
Q1 		$1.52M Sell
4,652
-525
-10% -$168K 0.98% 32
2025
Q4 		$1.62M Buy
5,177
+2,264
+78% +$662K 1.07% 38
2025
Q3 		$822K Buy
+2,913
New +$802K 0.57% 51

Other funds holding CB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Elevate Capital Advisors's CB Position: Q2 2026 in Review

Elevate Capital Advisors increased its Chubb (CB) stake by 212% in Q2 2026, buying an estimated $3.22M and bringing the position to 14,514 shares worth $4.95M. The position accounts for 2.72% of the portfolio, ranked #11.

Elevate Capital Advisors first reported a position in CB in Q3 2025 and has held it in 4 quarters since. 1,348 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Elevate Capital Advisors held 14,514 shares of Chubb worth $4.95M as of Q2 2026.
  • Elevate Capital Advisors bought 9,862 Chubb shares in Q2 2026, an estimated $3.22M.
  • Chubb made up 2.72% of Elevate Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Elevate Capital Advisors first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.