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Fiduciary Advisors Inc’s Chubb CB Stock Holding History

Fiduciary Advisors Inc’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 		$2.04K Buy
+6
New +$1.96K ﹤0.01% 125
2025
Q2 		– Sell
-50
Closed -$15.1K – 96
2025
Q1 		$15.1K Hold
50
– – 0.01% 71
2024
Q4 		$13.8K Buy
+50
New +$14.2K 0.01% 73

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

Fiduciary Advisors Inc's CB Position: Q2 2026 in Review

Fiduciary Advisors Inc opened a new position in Chubb (CB) in Q2 2026: 6 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: Fiduciary Advisors Inc previously reported a position in CB as recently as Q1 2025.

Fiduciary Advisors Inc first reported a position in CB in Q4 2024 and has held it in 3 quarters since. The position peaked at $15.1K in Q1 2025. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fiduciary Advisors Inc held 6 shares of Chubb worth $2.04K as of Q2 2026.
  • Chubb was a new Fiduciary Advisors Inc position in Q2 2026.
  • Chubb made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #125 holding.
  • Fiduciary Advisors Inc first reported a position in Chubb in Q4 2024 and has held it in 3 quarters since.
  • Fiduciary Advisors Inc's Chubb position peaked at $15.1K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.