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GHP Investment Advisors’s Chubb CB Stock Holding History

GHP Investment 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 		$547K Hold
1,605
– – 0.02% 315
2026
Q1 		$523K Buy
1,605
+720
+81% +$231K 0.02% 313
2025
Q4 		$276K Hold
885
– – 0.01% 358
2025
Q3 		$250K Hold
885
– – 0.01% 360
2025
Q2 		$256K Buy
885
+86
+11% +$24.7K 0.01% 356
2025
Q1 		$241K Sell
799
-200
-20% -$55.6K 0.01% 353
2024
Q4 		$276K Hold
999
– – 0.01% 351
2024
Q3 		$288K Sell
999
-25
-2% -$6.85K 0.01% 343
2024
Q2 		$261K Sell
1,024
-68
-6% -$17.5K 0.01% 348
2024
Q1 		$283K Buy
1,092
+169
+18% +$41.6K 0.01% 348
2023
Q4 		$209K Sell
923
-68
-7% -$14.9K 0.01% 373
2023
Q3 		$209K Hold
991
– – 0.01% 367
2023
Q2 		$200K Sell
991
-123
-11% -$24.1K 0.01% 373
2023
Q1 		$216K Sell
1,114
-92
-8% -$19.3K 0.01% 363
2022
Q4 		$266K Hold
1,206
– – 0.02% 345
2022
Q3 		$219K Sell
1,206
-196
-14% -$37.2K 0.02% 344
2022
Q2 		$276K Sell
1,402
-70
-5% -$14.4K 0.02% 324
2022
Q1 		$315K Buy
1,472
+95
+7% +$19.3K 0.02% 316
2021
Q4 		$266K Hold
1,377
– – 0.02% 291
2021
Q3 		$239K Sell
1,377
-221
-14% -$38.7K 0.02% 287
2021
Q2 		$254K Hold
1,598
– – 0.02% 278
2021
Q1 		$252K Sell
1,598
-115
-7% -$18.5K 0.02% 276
2020
Q4 		$264K Buy
+1,713
New +$240K 0.03% 262
2020
Q3 		– Sell
-1,807
Closed -$229K – 273
2020
Q2 		$229K Sell
1,807
-28
-2% -$3.25K 0.03% 258
2020
Q1 		$205K Sell
1,835
-100
-5% -$14.3K 0.03% 270
2019
Q4 		$301K Buy
1,935
+295
+18% +$45.1K 0.03% 267
2019
Q3 		$265K Hold
1,640
– – 0.03% 272
2019
Q2 		$242K Hold
1,640
– – 0.03% 289
2019
Q1 		$230K Hold
1,640
– – 0.03% 288
2018
Q4 		$212K Sell
1,640
-1,430
-47% -$185K 0.03% 277
2018
Q3 		$410K Buy
3,070
+1,430
+87% +$193K 0.05% 237
2018
Q2 		$208K Hold
1,640
– – 0.03% 285
2018
Q1 		$224K Hold
1,640
– – 0.03% 279
2017
Q4 		$240K Hold
1,640
– – 0.03% 277
2017
Q3 		$234K Hold
1,640
– – 0.04% 275
2017
Q2 		$238K Hold
1,640
– – 0.04% 277
2017
Q1 		$223K Hold
1,640
– – 0.04% 280
2016
Q4 		$217K Hold
1,640
– – 0.04% 273
2016
Q3 		$206K Sell
1,640
-150
-8% -$19K 0.04% 271
2016
Q2 		$234K Hold
1,790
– – 0.05% 260
2016
Q1 		$213K Buy
+1,790
New +$206K 0.05% 269

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

GHP Investment Advisors's CB Position: Q2 2026 in Review

GHP Investment Advisors held its Chubb (CB) position steady in Q2 2026 at 1,605 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #315.

GHP Investment Advisors first reported a position in CB in Q1 2016 and has held it in 41 quarters since. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • GHP Investment Advisors held 1,605 shares of Chubb worth $547K as of Q2 2026.
  • GHP Investment Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #315 holding.
  • GHP Investment Advisors first reported a position in Chubb in Q1 2016 and has held it in 41 quarters since.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.