FF
CB icon

Farrell Financial’s Chubb CB Stock Holding History

Farrell Financial’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 		$779K Hold
2,286
– – 0.42% 39
2026
Q1 		$745K Buy
2,286
+8
+0.4% +$2.57K 0.45% 40
2025
Q4 		$711K Sell
2,278
-26
-1% -$7.6K 0.42% 41
2025
Q3 		$650K Buy
2,304
+8
+0.3% +$2.2K 0.41% 44
2025
Q2 		$665K Buy
2,296
+8
+0.3% +$2.3K 0.45% 41
2025
Q1 		$691K Buy
2,288
+7
+0.3% +$1.95K 0.5% 39
2024
Q4 		$630K Hold
2,281
– – 0.45% 38
2024
Q3 		$642K Buy
2,281
+15
+0.7% +$4.11K 0.45% 38
2024
Q2 		$578K Buy
2,266
+8
+0.4% +$2.05K 0.45% 38
2024
Q1 		$585K Sell
2,258
-32
-1% -$7.87K 0.48% 37
2023
Q4 		$486K Buy
+2,290
New +$501K 0.49% 39

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

Farrell Financial's CB Position: Q2 2026 in Review

Farrell Financial held its Chubb (CB) position steady in Q2 2026 at 2,286 shares worth $779K. The position accounts for 0.42% of the portfolio, ranked #39.

Farrell Financial first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Farrell Financial held 2,286 shares of Chubb worth $779K as of Q2 2026.
  • Farrell Financial left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.42% of Farrell Financial's portfolio in Q2 2026, its #39 holding.
  • Farrell Financial first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.