First Pacific Financial’s Chubb CB Stock Holding History

First Pacific Financial’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	$14K	Buy	41 +20	+95%	+$6.52K	﹤0.01%	356
2026 Q1	$6.89K	Hold	21	–	–	﹤0.01%	420
2025 Q4	$6.58K	Hold	21	–	–	﹤0.01%	381
2025 Q3	$5.93K	Hold	21	–	–	﹤0.01%	368
2025 Q2	$6.08K	Hold	21	–	–	﹤0.01%	369
2025 Q1	$6.34K	Buy	+21	New	+$5.83K	﹤0.01%	345

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

First Pacific Financial's CB Position: Q2 2026 in Review

First Pacific Financial increased its Chubb (CB) stake by 95% in Q2 2026, buying an estimated $6.52K and bringing the position to 41 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

First Pacific Financial first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

First Pacific Financial held 41 shares of Chubb worth $14K as of Q2 2026.
First Pacific Financial bought 20 Chubb shares in Q2 2026, an estimated $6.52K.
Chubb made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #356 holding.
First Pacific Financial first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.