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Fiduciary Financial Group’s Chubb CB Stock Holding History

Fiduciary Financial Group’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 		$330K Buy
968
+148
+18% +$48.3K 0.04% 277
2026
Q1 		$267K Buy
820
+12
+1% +$3.85K 0.04% 285
2025
Q4 		$252K Buy
808
+70
+9% +$20.5K 0.04% 285
2025
Q3 		$208K Buy
738
+2
+0.3% +$550 0.03% 310
2025
Q2 		$213K Sell
736
-7
-0.9% -$2.01K 0.04% 288
2025
Q1 		$210K Buy
+743
New +$206K 0.05% 271

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Financial Group's CB Position: Q2 2026 in Review

Fiduciary Financial Group increased its Chubb (CB) stake by 18% in Q2 2026, buying an estimated $48.3K and bringing the position to 968 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #277.

Fiduciary Financial Group first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fiduciary Financial Group held 968 shares of Chubb worth $330K as of Q2 2026.
  • Fiduciary Financial Group bought 148 Chubb shares in Q2 2026, an estimated $48.3K.
  • Chubb made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #277 holding.
  • Fiduciary Financial Group first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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