FWA
CB icon

FSM Wealth Advisors’s Chubb CB Stock Holding History

FSM Wealth 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 		$624K Buy
1,831
+25
+1% +$8.15K 0.07% 158
2026
Q1 		$589K Sell
1,806
-324
-15% -$104K 0.08% 146
2025
Q4 		$665K Sell
2,130
-796
-27% -$233K 0.09% 127
2025
Q3 		$826K Buy
2,926
+200
+7% +$55K 0.12% 106
2025
Q2 		$763K Buy
2,726
+104
+4% +$29.9K 0.12% 107
2025
Q1 		$792K Buy
2,622
+55
+2% +$15.3K 0.18% 78
2024
Q4 		$702K Sell
2,567
-61
-2% -$17.3K 0.17% 79
2024
Q3 		$758K Buy
2,628
+66
+3% +$18.1K 0.2% 72
2024
Q2 		$653K Buy
2,562
+217
+9% +$55.7K 0.22% 72
2024
Q1 		$608K Sell
2,345
-10
-0.4% -$2.46K 0.22% 75
2023
Q4 		$532K Buy
2,355
+14
+0.6% +$3.06K 0.23% 77
2023
Q3 		$487K Sell
2,341
-135
-5% -$27.3K 0.25% 78
2023
Q2 		$476K Sell
2,476
-195
-7% -$38.2K 0.24% 86
2023
Q1 		$519K Buy
2,671
+369
+16% +$77.5K 0.3% 73
2022
Q4 		$508K Sell
2,302
-117
-5% -$24.3K 0.36% 70
2022
Q3 		$440K Buy
2,419
+22
+0.9% +$4.18K 0.37% 71
2022
Q2 		$447K Buy
+2,397
New +$494K 0.44% 61

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

FSM Wealth Advisors's CB Position: Q2 2026 in Review

FSM Wealth Advisors increased its Chubb (CB) stake by 1.4% in Q2 2026, buying an estimated $8.15K and bringing the position to 1,831 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #158.

FSM Wealth Advisors first reported a position in CB in Q2 2022 and has held it in 17 quarters since. The position peaked at $826K in Q3 2025. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • FSM Wealth Advisors held 1,831 shares of Chubb worth $624K as of Q2 2026.
  • FSM Wealth Advisors bought 25 Chubb shares in Q2 2026, an estimated $8.15K.
  • Chubb made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • FSM Wealth Advisors first reported a position in Chubb in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Chubb position peaked at $826K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.