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Financial Management Professionals’s Chubb CB Stock Holding History

Financial Management Professionals’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 		$288K Buy
844
+2
+0.2% +$652 0.03% 158
2026
Q1 		$275K Sell
842
-9
-1% -$2.89K 0.03% 141
2025
Q4 		$266K Buy
851
+23
+3% +$6.72K 0.03% 138
2025
Q3 		$235K Buy
828
+7
+0.9% +$1.93K 0.02% 148
2025
Q2 		$239K Sell
821
-117
-12% -$33.7K 0.03% 141
2025
Q1 		$283K Buy
938
+31
+3% +$8.61K 0.04% 124
2024
Q4 		$251K Buy
907
+7
+0.8% +$1.99K 0.03% 133
2024
Q3 		$260K Sell
900
-52
-5% -$14.3K 0.03% 126
2024
Q2 		$243K Sell
952
-184
-16% -$47.3K 0.03% 126
2024
Q1 		$294K Sell
1,136
-75
-6% -$18.4K 0.04% 124
2023
Q4 		$274K Buy
1,211
+469
+63% +$103K 0.04% 108
2023
Q3 		$154K Buy
742
+19
+3% +$3.84K 0.03% 139
2023
Q2 		$139K Sell
723
-5
-0.7% -$980 0.02% 147
2023
Q1 		$141K Buy
728
+308
+73% +$64.7K 0.03% 157
2022
Q4 		$93K Buy
420
+388
+1,213% +$80.7K 0.02% 166
2022
Q3 		$6K Buy
32
+5
+19% +$949 ﹤0.01% 566
2022
Q2 		$5K Sell
27
-80
-75% -$16.5K ﹤0.01% 605
2022
Q1 		$23K Buy
107
+74
+224% +$15K 0.01% 333
2021
Q4 		$6K Hold
33
– – ﹤0.01% 554
2021
Q3 		$6K Hold
33
– – ﹤0.01% 553
2021
Q2 		$5K Buy
33
+17
+106% +$2.82K ﹤0.01% 512
2021
Q1 		$3K Hold
16
– – ﹤0.01% 519
2020
Q4 		$2K Hold
16
– – ﹤0.01% 531
2020
Q3 		$2K Hold
16
– – ﹤0.01% 495
2020
Q2 		$2K Buy
+16
New +$1.85K ﹤0.01% 490
2016
Q3 		– Sell
-33
Closed -$4K – 311
2016
Q2 		$4K Buy
+33
New +$4.07K ﹤0.01% 319

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

Financial Management Professionals's CB Position: Q2 2026 in Review

Financial Management Professionals increased its Chubb (CB) stake by 0.24% in Q2 2026, buying an estimated $652 and bringing the position to 844 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #158.

Financial Management Professionals first reported a position in CB in Q2 2016 and has held it in 26 quarters since. The position peaked at $294K in Q1 2024. 410 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Management Professionals held 844 shares of Chubb worth $288K as of Q2 2026.
  • Financial Management Professionals bought 2 Chubb shares in Q2 2026, an estimated $652.
  • Chubb made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #158 holding.
  • Financial Management Professionals first reported a position in Chubb in Q2 2016 and has held it in 26 quarters since.
  • Financial Management Professionals's Chubb position peaked at $294K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.