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Farther Finance Advisors’s Chubb CB Stock Holding History

Farther Finance Advisors’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 		$7.69M Buy
22,569
+1,451
+7% +$473K 0.06% 280
2026
Q1 		$6.91M Buy
21,118
+993
+5% +$319K 0.07% 268
2025
Q4 		$6.28M Buy
20,125
+10,054
+100% +$2.94M 0.07% 257
2025
Q3 		$2.84M Buy
10,071
+4,035
+67% +$1.11M 0.04% 342
2025
Q2 		$1.75M Buy
6,036
+2,031
+51% +$584K 0.04% 413
2025
Q1 		$1.21M Buy
4,005
+239
+6% +$66.4K 0.03% 439
2024
Q4 		$1.04M Sell
3,766
-20
-0.5% -$5.68K 0.04% 360
2024
Q3 		$1.09M Sell
3,786
-317
-8% -$86.9K 0.04% 324
2024
Q2 		$1.05M Buy
4,103
+1,562
+61% +$401K 0.05% 296
2024
Q1 		$654K Buy
2,541
+513
+25% +$126K 0.04% 331
2023
Q4 		$458K Buy
2,028
+433
+27% +$94.7K 0.03% 368
2023
Q3 		$332K Sell
1,595
-73
-4% -$14.8K 0.05% 277
2023
Q2 		$321K Buy
1,668
+26
+2% +$5.09K 0.07% 230
2023
Q1 		$319K Buy
1,642
+54
+3% +$11.3K 0.09% 194
2022
Q4 		$350K Buy
+1,588
New +$330K 0.14% 150

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

Farther Finance Advisors's CB Position: Q2 2026 in Review

Farther Finance Advisors increased its Chubb (CB) stake by 6.9% in Q2 2026, buying an estimated $473K and bringing the position to 22,569 shares worth $7.69M. The position accounts for 0.06% of the portfolio, ranked #280.

Farther Finance Advisors first reported a position in CB in Q4 2022 and has held it in 15 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Farther Finance Advisors held 22,569 shares of Chubb worth $7.69M as of Q2 2026.
  • Farther Finance Advisors bought 1,451 Chubb shares in Q2 2026, an estimated $473K.
  • Chubb made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #280 holding.
  • Farther Finance Advisors first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.