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Fragasso Financial Advisors’s Chubb CB Stock Holding History

Fragasso Financial 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 		$324K Buy
951
+90
+10% +$29.4K 0.02% 268
2026
Q1 		$281K Buy
+861
New +$276K 0.02% 268

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

Fragasso Financial Advisors's CB Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Chubb (CB) stake by 10% in Q2 2026, buying an estimated $29.4K and bringing the position to 951 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #268.

Fragasso Financial Advisors first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Fragasso Financial Advisors held 951 shares of Chubb worth $324K as of Q2 2026.
  • Fragasso Financial Advisors bought 90 Chubb shares in Q2 2026, an estimated $29.4K.
  • Chubb made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #268 holding.
  • Fragasso Financial Advisors first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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