First United Bank & Trust’s Chubb CB Stock Holding History

First United Bank & Trust’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	$47.4K	Hold	139	–	–	0.01%	249
2026 Q1	$45.3K	Hold	139	–	–	0.01%	237
2025 Q4	$43.4K	Hold	139	–	–	0.01%	241
2025 Q3	$39.2K	Sell	139 -20	-13%	-$5.5K	0.01%	249
2025 Q2	$46.1K	Sell	159 -33	-17%	-$9.5K	0.02%	229
2025 Q1	$58K	Buy	192 +29	+18%	+$8.06K	0.02%	217
2024 Q4	$45K	Hold	163	–	–	0.02%	232
2024 Q3	$47K	Sell	163 -20	-11%	-$5.48K	0.02%	228
2024 Q2	$46.7K	Hold	183	–	–	0.02%	233
2024 Q1	$47.4K	Sell	183 -9	-5%	-$2.21K	0.02%	243
2023 Q4	$43.4K	Buy	+192	New	+$42K	0.02%	246

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 United Bank & Trust's CB Position: Q2 2026 in Review

First United Bank & Trust held its Chubb (CB) position steady in Q2 2026 at 139 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #249.

First United Bank & Trust first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $58K in Q1 2025. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

First United Bank & Trust held 139 shares of Chubb worth $47.4K as of Q2 2026.
First United Bank & Trust left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #249 holding.
First United Bank & Trust first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Chubb position peaked at $58K in Q1 2025.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.