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Gladstone Institutional Advisory’s Chubb CB Stock Holding History

Gladstone Institutional Advisory’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 		$578K Sell
1,695
-46
-3% -$15K 0.02% 551
2026
Q1 		$568K Sell
1,741
-182
-9% -$58.4K 0.02% 512
2025
Q4 		$600K Sell
1,923
-105
-5% -$30.7K 0.02% 459
2025
Q3 		$572K Buy
2,028
+117
+6% +$32.2K 0.02% 481
2025
Q2 		$554K Sell
1,911
-75
-4% -$21.6K 0.02% 470
2025
Q1 		$600K Sell
1,986
-10,892
-85% -$3.03M 0.03% 425
2024
Q4 		$3.56M Buy
12,878
+2,073
+19% +$589K 0.17% 148
2024
Q3 		$3.12M Buy
10,805
+8,332
+337% +$2.28M 0.15% 162
2024
Q2 		$631K Sell
2,473
-52
-2% -$13.4K 0.03% 379
2024
Q1 		$654K Sell
2,525
-6,836
-73% -$1.68M 0.04% 364
2023
Q4 		$2.12M Buy
9,361
+5,753
+159% +$1.26M 0.12% 198
2023
Q3 		$751K Sell
3,608
-2,843
-44% -$575K 0.05% 314
2023
Q2 		$1.24M Sell
6,451
-17,549
-73% -$3.44M 0.08% 244
2023
Q1 		$4.66M Buy
24,000
+8,305
+53% +$1.75M 0.3% 89
2022
Q4 		$3.46M Buy
15,695
+404
+3% +$84.1K 0.24% 117
2022
Q3 		$2.78M Buy
15,291
+4,049
+36% +$769K 0.22% 115
2022
Q2 		$2.21M Buy
11,242
+7,256
+182% +$1.49M 0.17% 151
2022
Q1 		$853K Sell
3,986
-2,307
-37% -$469K 0.06% 327
2021
Q4 		$1.22M Sell
6,293
-1,292
-17% -$243K 0.09% 243
2021
Q3 		$1.32M Buy
7,585
+4,585
+153% +$804K 0.13% 199
2021
Q2 		$477K Buy
+3,000
New +$497K 0.06% 305
2020
Q1 		– Sell
-1,461
Closed -$227K – 276
2019
Q4 		$227K Sell
1,461
-104
-7% -$15.9K 0.06% 240
2019
Q3 		$253K Buy
1,565
+33
+2% +$5.11K 0.06% 230
2019
Q2 		$226K Buy
+1,532
New +$221K 0.07% 241

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Gladstone Institutional Advisory's CB Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Chubb (CB) stake by 2.6% in Q2 2026, selling an estimated $15K and leaving 1,695 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #551.

Gladstone Institutional Advisory first reported a position in CB in Q2 2019 and has held it in 24 quarters since. The position peaked at $4.66M in Q1 2023. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Gladstone Institutional Advisory held 1,695 shares of Chubb worth $578K as of Q2 2026.
  • Gladstone Institutional Advisory sold 46 Chubb shares in Q2 2026, an estimated $15K.
  • Chubb made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #551 holding.
  • Gladstone Institutional Advisory first reported a position in Chubb in Q2 2019 and has held it in 24 quarters since.
  • Gladstone Institutional Advisory's Chubb position peaked at $4.66M in Q1 2023.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.