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Ervin Investment Management’s Chubb CB Stock Holding History

Ervin Investment 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 		$298K Buy
875
+205
+31% +$66.9K 0.16% 41
2026
Q1 		$218K Buy
+670
New +$215K 0.13% 45

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Ervin Investment Management's CB Position: Q2 2026 in Review

Ervin Investment Management increased its Chubb (CB) stake by 31% in Q2 2026, buying an estimated $66.9K and bringing the position to 875 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #41.

Ervin Investment Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ervin Investment Management held 875 shares of Chubb worth $298K as of Q2 2026.
  • Ervin Investment Management bought 205 Chubb shares in Q2 2026, an estimated $66.9K.
  • Chubb made up 0.16% of Ervin Investment Management's portfolio in Q2 2026, its #41 holding.
  • Ervin Investment Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.