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Fortis Group Advisors’s Chubb CB Stock Holding History

Fortis Group 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 		$1.7K Buy
+5
New +$1.63K ﹤0.01% 514
2020
Q3 		$3K Buy
+28
New +$3.52K ﹤0.01% 365

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fortis Group Advisors's CB Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in Chubb (CB) in Q2 2026: 5 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in CB as recently as Q3 2020.

Fortis Group Advisors first reported a position in CB in Q3 2020 and has held it in 2 quarters since. The position peaked at $3K in Q3 2020. 916 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fortis Group Advisors held 5 shares of Chubb worth $1.7K as of Q2 2026.
  • Chubb was a new Fortis Group Advisors position in Q2 2026.
  • Chubb made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #514 holding.
  • Fortis Group Advisors first reported a position in Chubb in Q3 2020 and has held it in 2 quarters since.
  • Fortis Group Advisors's Chubb position peaked at $3K in Q3 2020.
  • 916 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.