GPW
CB icon

Genesis Private Wealth’s Chubb CB Stock Holding History

Genesis Private Wealth’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 		$303K Buy
889
+3
+0.3% +$979 0.09% 132
2026
Q1 		$289K Sell
886
-23
-3% -$7.38K 0.09% 128
2025
Q4 		$284K Sell
909
-36
-4% -$10.5K 0.09% 130
2025
Q3 		$267K Sell
945
-12
-1% -$3.3K 0.11% 109
2025
Q2 		$277K Buy
957
+13
+1% +$3.74K 0.13% 103
2025
Q1 		$285K Buy
944
+47
+5% +$13.1K 0.15% 86
2024
Q4 		$248K Buy
+897
New +$255K 0.14% 100

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

Genesis Private Wealth's CB Position: Q2 2026 in Review

Genesis Private Wealth increased its Chubb (CB) stake by 0.34% in Q2 2026, buying an estimated $979 and bringing the position to 889 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #132.

Genesis Private Wealth first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Genesis Private Wealth held 889 shares of Chubb worth $303K as of Q2 2026.
  • Genesis Private Wealth bought 3 Chubb shares in Q2 2026, an estimated $979.
  • Chubb made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #132 holding.
  • Genesis Private Wealth first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 437 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.