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Elevation Wealth Partners’s Chubb CB Stock Holding History

Elevation 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 		$81.4K Buy
239
+71
+42% +$23.2K 0.02% 213
2026
Q1 		$54.8K Hold
168
– – 0.02% 227
2025
Q4 		$52.4K Buy
168
+13
+8% +$3.8K 0.02% 238
2025
Q3 		$43.7K Buy
155
+15
+11% +$4.13K 0.02% 256
2025
Q2 		$40.6K Hold
140
– – 0.02% 257
2025
Q1 		$42.3K Hold
140
– – 0.02% 250
2024
Q4 		$38.7K Hold
140
– – 0.02% 251
2024
Q3 		$40.4K Hold
140
– – 0.02% 239
2024
Q2 		$35.7K Hold
140
– – 0.02% 244
2024
Q1 		$36.3K Hold
140
– – 0.02% 246
2023
Q4 		$29.1K Buy
+140
New +$30.6K 0.02% 250

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

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

Elevation Wealth Partners increased its Chubb (CB) stake by 42% in Q2 2026, buying an estimated $23.2K and bringing the position to 239 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #213.

Elevation Wealth Partners first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Elevation Wealth Partners held 239 shares of Chubb worth $81.4K as of Q2 2026.
  • Elevation Wealth Partners bought 71 Chubb shares in Q2 2026, an estimated $23.2K.
  • Chubb made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • Elevation Wealth Partners first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.