EPIQ Partners’s Chubb CB Stock Holding History

EPIQ 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	$1.27M	Hold	3,714	–	–	0.54%	42
2026 Q1	$1.21M	Hold	3,714	–	–	0.57%	43
2025 Q4	$1.16M	Hold	3,714	–	–	0.54%	44
2025 Q3	$1.05M	Hold	3,714	–	–	0.5%	43
2025 Q2	$1.08M	Hold	3,714	–	–	0.55%	42
2025 Q1	$1.12M	Hold	3,714	–	–	0.59%	40
2024 Q4	$1.03M	Hold	3,714	–	–	0.56%	39
2024 Q3	$1.07M	Hold	3,714	–	–	0.59%	39
2024 Q2	$947K	Hold	3,714	–	–	0.64%	37
2024 Q1	$962K	Hold	3,714	–	–	0.64%	39
2023 Q4	$839K	Hold	3,714	–	–	0.6%	38
2023 Q3	$773K	Hold	3,714	–	–	0.58%	39
2023 Q2	$715K	Hold	3,714	–	–	0.49%	41
2023 Q1	$721K	Hold	3,714	–	–	0.5%	44
2022 Q4	$819K	Hold	3,714	–	–	0.55%	44
2022 Q3	$676K	Hold	3,714	–	–	0.42%	52
2022 Q2	$730K	Hold	3,714	–	–	0.45%	53
2022 Q1	$794K	Hold	3,714	–	–	0.43%	54
2021 Q4	$718K	Hold	3,714	–	–	0.38%	52
2021 Q3	$644K	Buy	3,714 +742	+25%	+$130K	0.3%	59
2021 Q2	$472K	Hold	2,972	–	–	0.24%	60
2021 Q1	$469K	Hold	2,972	–	–	0.27%	56
2020 Q4	$457K	Hold	2,972	–	–	0.32%	52
2020 Q3	$381K	Hold	2,972	–	–	0.29%	53
2020 Q2	$376K	Hold	2,972	–	–	0.34%	49
2020 Q1	$332K	Hold	2,972	–	–	0.37%	51
2019 Q4	$463K	Buy	+2,972	New	+$455K	0.47%	47

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

EPIQ Partners's CB Position: Q2 2026 in Review

EPIQ Partners held its Chubb (CB) position steady in Q2 2026 at 3,714 shares worth $1.27M. The position accounts for 0.54% of the portfolio, ranked #42.

EPIQ Partners first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 509 funds tracked by Wall St. Rank hold CB as of Q2 2026.

EPIQ Partners held 3,714 shares of Chubb worth $1.27M as of Q2 2026.
EPIQ Partners left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.54% of EPIQ Partners's portfolio in Q2 2026, its #42 holding.
EPIQ Partners first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
509 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.