PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Chubb CB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$79.1K	Hold	231	–	–	0.02%	273
2026 Q1	$75.6K	Hold	231	–	–	0.02%	254
2025 Q4	$72.4K	Sell	231 -52	-18%	-$15.2K	0.02%	262
2025 Q3	$80.2K	Buy	283 +23	+9%	+$6.33K	0.03%	232
2025 Q2	$75.5K	Buy	260 +63	+32%	+$18.1K	0.03%	221
2025 Q1	$59.7K	Buy	197 +11	+6%	+$3.06K	0.02%	247
2024 Q4	$51.5K	Buy	+186	New	+$52.8K	0.02%	258

Other funds holding CB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Chubb (CB) position steady in Q2 2026 at 231 shares worth $79.1K. The position accounts for 0.02% of the portfolio, ranked #273.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.2K in Q3 2025. 1,348 funds tracked by Wall St. Rank hold CB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 231 shares of Chubb worth $79.1K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #273 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Chubb position peaked at $80.2K in Q3 2025.
1,348 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.