FWP
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Firethorn Wealth Partners’s Chubb CB Stock Holding History

Firethorn Wealth Partners’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 		$829K Buy
2,434
+132
+6% +$43.1K 0.27% 76
2026
Q1 		$750K Buy
2,302
+219
+11% +$70.3K 0.28% 86
2025
Q4 		$650K Buy
2,083
+212
+11% +$62K 0.24% 88
2025
Q3 		$528K Buy
1,871
+89
+5% +$24.5K 0.21% 100
2025
Q2 		$516K Buy
1,782
+289
+19% +$83.2K 0.22% 94
2025
Q1 		$451K Buy
1,493
+92
+7% +$25.6K 0.22% 101
2024
Q4 		$387K Buy
1,401
+58
+4% +$16.5K 0.19% 97
2024
Q3 		$387K Buy
1,343
+47
+4% +$12.9K 0.2% 99
2024
Q2 		$331K Buy
1,296
+41
+3% +$10.5K 0.19% 102
2024
Q1 		$325K Sell
1,255
-51
-4% -$12.5K 0.19% 105
2023
Q4 		$295K Buy
1,306
+199
+18% +$43.5K 0.19% 103
2023
Q3 		$230K Buy
+1,107
New +$224K 0.18% 102
2023
Q2 		– Sell
-1,022
Closed -$207K – 123
2023
Q1 		$207K Buy
1,022
+61
+6% +$12.8K 0.16% 109
2022
Q4 		$212K Sell
961
-144
-13% -$30K 0.18% 112
2022
Q3 		$201K Sell
1,105
-50
-4% -$9.49K 0.19% 112
2022
Q2 		$214K Buy
1,155
+98
+9% +$20.2K 0.17% 113
2022
Q1 		$226K Sell
1,057
-3
-0.3% -$610 0.17% 117
2021
Q4 		$205K Buy
+1,060
New +$199K 0.15% 127

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

Firethorn Wealth Partners's CB Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Chubb (CB) stake by 5.7% in Q2 2026, buying an estimated $43.1K and bringing the position to 2,434 shares worth $829K. The position accounts for 0.27% of the portfolio, ranked #76.

Firethorn Wealth Partners first reported a position in CB in Q4 2021 and has held it in 18 quarters since. 519 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Firethorn Wealth Partners held 2,434 shares of Chubb worth $829K as of Q2 2026.
  • Firethorn Wealth Partners bought 132 Chubb shares in Q2 2026, an estimated $43.1K.
  • Chubb made up 0.27% of Firethorn Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Firethorn Wealth Partners first reported a position in Chubb in Q4 2021 and has held it in 18 quarters since.
  • 519 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.