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Fifth Third Wealth Advisors’s Chubb CB Stock Holding History

Fifth Third Wealth 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 		$3.69M Sell
10,837
-551
-5% -$180K 0.1% 144
2026
Q1 		$3.71M Buy
11,388
+367
+3% +$118K 0.13% 132
2025
Q4 		$3.44M Buy
11,021
+22
+0.2% +$6.43K 0.12% 124
2025
Q3 		$3.1M Sell
10,999
-139
-1% -$38.3K 0.11% 126
2025
Q2 		$3.23M Sell
11,138
-92
-0.8% -$26.5K 0.14% 115
2025
Q1 		$3.39M Buy
11,230
+2,563
+30% +$712K 0.18% 97
2024
Q4 		$2.39M Buy
8,667
+1,563
+22% +$444K 0.13% 105
2024
Q3 		$2.05M Buy
7,104
+799
+13% +$219K 0.13% 121
2024
Q2 		$1.61M Buy
6,305
+3,558
+130% +$914K 0.12% 115
2024
Q1 		$712K Buy
2,747
+413
+18% +$102K 0.11% 129
2023
Q4 		$527K Buy
2,334
+123
+6% +$26.9K 0.17% 112
2023
Q3 		$460K Buy
2,211
+196
+10% +$39.6K 0.19% 109
2023
Q2 		$388K Buy
2,015
+762
+61% +$149K 0.25% 97
2023
Q1 		$243K Buy
+1,253
New +$263K 0.45% 70

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

Fifth Third Wealth Advisors's CB Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Chubb (CB) stake by 4.8% in Q2 2026, selling an estimated $180K and leaving 10,837 shares worth $3.69M. The position accounts for 0.1% of the portfolio, ranked #144.

Fifth Third Wealth Advisors first reported a position in CB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.71M in Q1 2026. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fifth Third Wealth Advisors held 10,837 shares of Chubb worth $3.69M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 551 Chubb shares in Q2 2026, an estimated $180K.
  • Chubb made up 0.1% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Fifth Third Wealth Advisors first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's Chubb position peaked at $3.71M in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.