FFN
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Focus Financial Network’s Chubb CB Stock Holding History

Focus Financial Network’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 		$303K Sell
887
-393
-31% -$128K 0.01% 623
2026
Q1 		$418K Sell
1,280
-132
-9% -$42.4K 0.02% 502
2025
Q4 		$442K Sell
1,412
-195
-12% -$57K 0.02% 478
2025
Q3 		$454K Buy
1,607
+88
+6% +$24.2K 0.02% 468
2025
Q2 		$442K Buy
1,519
+249
+20% +$71.7K 0.02% 462
2025
Q1 		$385K Buy
1,270
+405
+47% +$113K 0.02% 480
2024
Q4 		$240K Sell
865
-769
-47% -$218K 0.01% 610
2024
Q3 		$473K Sell
1,634
-101
-6% -$27.7K 0.02% 419
2024
Q2 		$464K Buy
1,735
+64
+4% +$16.4K 0.02% 417
2024
Q1 		$410K Sell
1,671
-870
-34% -$214K 0.02% 418
2023
Q4 		$577K Buy
2,541
+1,181
+87% +$258K 0.02% 429
2023
Q3 		$284K Buy
1,360
+186
+16% +$37.6K 0.02% 480
2023
Q2 		$227K Sell
1,174
-214
-15% -$41.9K 0.01% 529
2023
Q1 		$271K Sell
1,388
-9
-0.6% -$1.89K 0.02% 472
2022
Q4 		$309K Buy
1,397
+39
+3% +$8.11K 0.03% 367
2022
Q3 		$248K Buy
1,358
+44
+3% +$8.36K 0.02% 404
2022
Q2 		$259K Sell
1,314
-8
-0.6% -$1.65K 0.02% 414
2022
Q1 		$284K Buy
+1,322
New +$269K 0.02% 414
2021
Q4 		– Sell
-1,767
Closed -$308K – 367
2021
Q3 		$308K Buy
1,767
+9
+0.5% +$1.58K 0.04% 334
2021
Q2 		$281K Buy
1,758
+50
+3% +$8.29K 0.04% 349
2021
Q1 		$271K Buy
+1,708
New +$275K 0.03% 351

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

Focus Financial Network's CB Position: Q2 2026 in Review

Focus Financial Network reduced its Chubb (CB) stake by 31% in Q2 2026, selling an estimated $128K and leaving 887 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #623.

Focus Financial Network first reported a position in CB in Q1 2021 and has held it in 21 quarters since. The position peaked at $577K in Q4 2023. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Focus Financial Network held 887 shares of Chubb worth $303K as of Q2 2026.
  • Focus Financial Network sold 393 Chubb shares in Q2 2026, an estimated $128K.
  • Chubb made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #623 holding.
  • Focus Financial Network first reported a position in Chubb in Q1 2021 and has held it in 21 quarters since.
  • Focus Financial Network's Chubb position peaked at $577K in Q4 2023.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.