EWM
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Empirical Wealth Management’s Chubb CB Stock Holding History

Empirical Wealth Management’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 		$1.15M Buy
3,377
+1,136
+51% +$371K 0.02% 369
2026
Q1 		$730K Buy
2,241
+821
+58% +$263K 0.01% 433
2025
Q4 		$443K Buy
1,420
+192
+16% +$56.1K 0.01% 560
2025
Q3 		$347K Buy
1,228
+23
+2% +$6.33K 0.01% 573
2025
Q2 		$349K Buy
1,205
+5
+0.4% +$1.44K 0.01% 499
2025
Q1 		$362K Sell
1,200
-782
-39% -$217K 0.01% 469
2024
Q4 		$548K Buy
1,982
+614
+45% +$174K 0.01% 369
2024
Q3 		$395K Buy
1,368
+15
+1% +$4.11K 0.01% 415
2024
Q2 		$345K Sell
1,353
-111
-8% -$28.5K 0.01% 427
2024
Q1 		$379K Buy
1,464
+327
+29% +$80.4K 0.01% 387
2023
Q4 		$257K Sell
1,137
-573
-34% -$125K 0.01% 429
2023
Q3 		$356K Buy
1,710
+103
+6% +$20.8K 0.01% 342
2023
Q2 		$309K Sell
1,607
-59
-4% -$11.6K 0.01% 365
2023
Q1 		$324K Sell
1,666
-39
-2% -$8.2K 0.01% 384
2022
Q4 		$376K Sell
1,705
-138
-7% -$28.7K 0.02% 349
2022
Q3 		$335K Sell
1,843
-21
-1% -$3.99K 0.02% 357
2022
Q2 		$366K Buy
1,864
+250
+15% +$51.5K 0.02% 348
2022
Q1 		$345K Sell
1,614
-11
-0.7% -$2.23K 0.02% 383
2021
Q4 		$314K Buy
1,625
+11
+0.7% +$2.07K 0.02% 412
2021
Q3 		$280K Sell
1,614
-215
-12% -$37.7K 0.02% 388
2021
Q2 		$291K Buy
1,829
+239
+15% +$39.6K 0.02% 373
2021
Q1 		$251K Sell
1,590
-300
-16% -$48.3K 0.02% 344
2020
Q4 		$291K Buy
+1,890
New +$265K 0.02% 305

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

Empirical Wealth Management's CB Position: Q2 2026 in Review

Empirical Wealth Management increased its Chubb (CB) stake by 51% in Q2 2026, buying an estimated $371K and bringing the position to 3,377 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #369.

Empirical Wealth Management first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 519 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Empirical Wealth Management held 3,377 shares of Chubb worth $1.15M as of Q2 2026.
  • Empirical Wealth Management bought 1,136 Chubb shares in Q2 2026, an estimated $371K.
  • Chubb made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Empirical Wealth Management first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 519 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.