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Embree Financial Group’s Chubb CB Stock Holding History

Embree 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 		$222K Buy
+652
New +$213K 0.02% 264

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

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

Embree Financial Group opened a new position in Chubb (CB) in Q2 2026: 652 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Embree Financial Group held 652 shares of Chubb worth $222K as of Q2 2026.
  • Chubb was a new Embree Financial Group position in Q2 2026.
  • Chubb made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #264 holding.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.