Five Oceans Advisors’s Chubb CB Stock Holding History

Five Oceans Advisors’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	$221K	Buy	650 +2	+0.3%	+$652	0.07%	191
2026 Q1	$211K	Buy	648 +1	+0.2%	+$321	0.08%	180
2025 Q4	$202K	Buy	+647	New	+$189K	0.07%	185
2025 Q3	–	Sell	-691	Closed	-$200K	–	190
2025 Q2	$200K	Buy	691 +8	+1%	+$2.3K	0.09%	182
2025 Q1	$206K	Buy	+683	New	+$190K	0.1%	167
2024 Q4	–	Sell	-861	Closed	-$248K	–	181
2024 Q3	$248K	Buy	861 +3	+0.3%	+$822	0.12%	153
2024 Q2	$219K	Sell	858 -29	-3%	-$7.45K	0.11%	151
2024 Q1	$230K	Hold	887	–	–	0.12%	161
2023 Q4	$200K	Buy	+887	New	+$194K	0.11%	160

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Five Oceans Advisors's CB Position: Q2 2026 in Review

Five Oceans Advisors increased its Chubb (CB) stake by 0.31% in Q2 2026, buying an estimated $652 and bringing the position to 650 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #191.

Five Oceans Advisors first reported a position in CB in Q4 2023 and has held it in 9 quarters since. The position peaked at $248K in Q3 2024. 395 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Five Oceans Advisors held 650 shares of Chubb worth $221K as of Q2 2026.
Five Oceans Advisors bought 2 Chubb shares in Q2 2026, an estimated $652.
Chubb made up 0.07% of Five Oceans Advisors's portfolio in Q2 2026, its #191 holding.
Five Oceans Advisors first reported a position in Chubb in Q4 2023 and has held it in 9 quarters since.
Five Oceans Advisors's Chubb position peaked at $248K in Q3 2024.
395 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.