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Fedenia Advisers’s Chubb CB Stock Holding History

Fedenia Advisers’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 		$86.2K Buy
+253
New +$82.5K 0.02% 183
2025
Q1 		– Sell
-69
Closed -$19.1K – 157
2024
Q4 		$19.1K Buy
+69
New +$19.6K 0.01% 306

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Fedenia Advisers's CB Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Chubb (CB) in Q2 2026: 253 shares worth $86.2K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in CB as recently as Q4 2024.

Fedenia Advisers first reported a position in CB in Q4 2024 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fedenia Advisers held 253 shares of Chubb worth $86.2K as of Q2 2026.
  • Chubb was a new Fedenia Advisers position in Q2 2026.
  • Chubb made up 0.02% of Fedenia Advisers's portfolio in Q2 2026, its #183 holding.
  • Fedenia Advisers first reported a position in Chubb in Q4 2024 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.