FG
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Foster Group’s Chubb CB Stock Holding History

Foster Group’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 		$385K Buy
1,130
+60
+6% +$19.6K 0.01% 215
2026
Q1 		$349K Buy
1,070
+81
+8% +$26K 0.01% 194
2025
Q4 		$309K Buy
989
+139
+16% +$40.6K 0.01% 211
2025
Q3 		$240K Sell
850
-143
-14% -$39.4K 0.01% 236
2025
Q2 		$288K Buy
993
+119
+14% +$34.2K 0.01% 202
2025
Q1 		$264K Buy
+874
New +$243K 0.01% 172
2024
Q4 		– Sell
-694
Closed -$200K – 202
2024
Q3 		$200K Buy
+694
New +$190K 0.01% 199

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
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Foster Group's CB Position: Q2 2026 in Review

Foster Group increased its Chubb (CB) stake by 5.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,130 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #215.

Foster Group first reported a position in CB in Q3 2024 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Foster Group held 1,130 shares of Chubb worth $385K as of Q2 2026.
  • Foster Group bought 60 Chubb shares in Q2 2026, an estimated $19.6K.
  • Chubb made up 0.01% of Foster Group's portfolio in Q2 2026, its #215 holding.
  • Foster Group first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.