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Gilliland Jeter Wealth Management’s Chubb CB Stock Holding History

Gilliland Jeter Wealth Management’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 		$2.06M Sell
6,050
-112
-2% -$36.5K 0.54% 52
2026
Q1 		$2.01M Sell
6,162
-59
-0.9% -$18.9K 0.59% 46
2025
Q4 		$1.94M Sell
6,221
-159
-2% -$46.5K 0.59% 44
2025
Q3 		$1.8M Sell
6,380
-211
-3% -$58.1K 0.56% 45
2025
Q2 		$1.91M Sell
6,591
-26
-0.4% -$7.48K 0.62% 41
2025
Q1 		$2M Sell
6,617
-18
-0.3% -$5K 0.71% 41
2024
Q4 		$1.83M Sell
6,635
-104
-2% -$29.5K 0.62% 40
2024
Q3 		$1.94M Buy
6,739
+182
+3% +$49.9K 0.63% 41
2024
Q2 		$1.67M Sell
6,557
-151
-2% -$38.8K 0.56% 44
2024
Q1 		$1.74M Buy
6,708
+476
+8% +$117K 0.61% 43
2023
Q4 		$1.41M Buy
+6,232
New +$1.36M 0.58% 48

Other funds holding CB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gilliland Jeter Wealth Management's CB Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Chubb (CB) stake by 1.8% in Q2 2026, selling an estimated $36.5K and leaving 6,050 shares worth $2.06M. The position accounts for 0.54% of the portfolio, ranked #52.

Gilliland Jeter Wealth Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 1,311 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Gilliland Jeter Wealth Management held 6,050 shares of Chubb worth $2.06M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 112 Chubb shares in Q2 2026, an estimated $36.5K.
  • Chubb made up 0.54% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Gilliland Jeter Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.