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Financial Solutions Advisory Group’s Chubb CB Stock Holding History

Financial Solutions Advisory 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 		$293K Buy
841
+10
+1% +$3.26K 0.04% 155
2026
Q1 		$271K Buy
+831
New +$267K 0.04% 149

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
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
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

Financial Solutions Advisory Group's CB Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Chubb (CB) stake by 1.2% in Q2 2026, buying an estimated $3.26K and bringing the position to 841 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #155.

Financial Solutions Advisory Group first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Solutions Advisory Group held 841 shares of Chubb worth $293K as of Q2 2026.
  • Financial Solutions Advisory Group bought 10 Chubb shares in Q2 2026, an estimated $3.26K.
  • Chubb made up 0.04% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #155 holding.
  • Financial Solutions Advisory Group first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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