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Formidable Asset Management’s Chubb CB Stock Holding History

Formidable Asset Management’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 		$1.34M Sell
4,126
-111
-3% -$36.2K 0.21% 104
2026
Q1 		$1.32M Sell
4,237
-55
-1% -$17.6K 0.2% 92
2025
Q4 		$1.21M Buy
4,292
+1
+0% +$292 0.18% 108
2025
Q3 		$1.24M Sell
4,291
-22
-0.5% -$6.05K 0.2% 98
2025
Q2 		$1.3M Hold
4,313
– – 0.22% 85
2025
Q1 		$1.3M Buy
4,313
+12
+0.3% +$3.33K 0.22% 85
2024
Q4 		$1.19M Sell
4,301
-126
-3% -$35.8K 0.2% 102
2024
Q3 		$1.28M Sell
4,427
-152
-3% -$41.7K 0.2% 98
2024
Q2 		$1.17M Buy
4,579
+517
+13% +$133K 0.19% 111
2024
Q1 		$1.05M Buy
+4,062
New +$999K 0.17% 116
2017
Q4 		– Sell
-3,202
Closed -$457K – 125
2017
Q3 		$457K Buy
+3,202
New +$463K 0.19% 113
2017
Q2 		– Sell
-3,635
Closed -$499K – 179
2017
Q1 		$499K Sell
3,635
-47
-1% -$6.32K 0.22% 109
2016
Q4 		$486K Sell
3,682
-176
-5% -$22.4K 0.25% 104
2016
Q3 		$485K Buy
+3,858
New +$490K 0.24% 101

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

Formidable Asset Management's CB Position: Q2 2026 in Review

Formidable Asset Management reduced its Chubb (CB) stake by 2.6% in Q2 2026, selling an estimated $36.2K and leaving 4,126 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #104.

Formidable Asset Management first reported a position in CB in Q3 2016 and has held it in 14 quarters since. 395 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Formidable Asset Management held 4,126 shares of Chubb worth $1.34M as of Q2 2026.
  • Formidable Asset Management sold 111 Chubb shares in Q2 2026, an estimated $36.2K.
  • Chubb made up 0.21% of Formidable Asset Management's portfolio in Q2 2026, its #104 holding.
  • Formidable Asset Management first reported a position in Chubb in Q3 2016 and has held it in 14 quarters since.
  • 395 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.