Global Retirement Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.21M Buy
+15,304
New +$4.99M 0.08% 229
2025
Q4
$4.56M Buy
14,604
+7,040
+93% +$2.06M 0.08% 225
2025
Q3
$2.13M Sell
7,564
-468
-6% -$129K 0.05% 337
2025
Q2
$2.33M Buy
+8,032
New +$2.31M 0.06% 302
2024
Q4
$2.03M Buy
7,358
+835
+13% +$237K 0.06% 297
2024
Q3
$1.88M Sell
6,523
-268
-4% -$73.5K 0.06% 292
2024
Q2
$1.73M Buy
6,791
+506
+8% +$130K 0.05% 298
2024
Q1
$1.63M Buy
6,285
+92
+1% +$22.6K 0.06% 270
2023
Q4
$1.41M Buy
6,193
+84
+1% +$18.4K 0.06% 269
2023
Q3
$1.27M Buy
6,109
+38
+0.6% +$7.68K 0.06% 268
2023
Q2
$1.17M Buy
6,071
+536
+10% +$105K 0.06% 292
2023
Q1
$1.09M Buy
5,535
+1,919
+53% +$403K 0.06% 289
2022
Q4
$798K Buy
3,616
+14
+0.4% +$2.91K 0.05% 289
2022
Q3
$774K Buy
3,602
+92
+3% +$17.5K 0.06% 287
2022
Q2
$690K Sell
3,510
-18
-0.5% -$3.71K 0.06% 305
2022
Q1
$734K Buy
+3,528
New +$717K 0.06% 295
2021
Q4
Sell
-3,753
Closed -$651K 456
2021
Q3
$651K Sell
3,753
-27
-0.7% -$4.73K 0.06% 252
2021
Q2
$601K Sell
3,780
-3,407
-47% -$565K 0.06% 258
2021
Q1
$1.14M Sell
7,187
-324
-4% -$52.2K 0.13% 148
2020
Q4
$1.16M Buy
7,511
+108
+1% +$15.1K 0.14% 139
2020
Q3
$860K Buy
7,403
+545
+8% +$68.5K 0.13% 161
2020
Q2
$868K Buy
6,858
+677
+11% +$78.5K 0.14% 148
2020
Q1
$690K Sell
6,181
-1,136
-16% -$163K 0.13% 151
2019
Q4
$1.14M Buy
7,317
+89
+1% +$13.6K 0.17% 127
2019
Q3
$1.17M Buy
7,228
+3,271
+83% +$506K 0.19% 120
2019
Q2
$583K Sell
3,957
-71
-2% -$10.3K 0.11% 166
2019
Q1
$564K Sell
4,028
-186
-4% -$24.7K 0.14% 138
2018
Q4
$544K Sell
4,214
-186
-4% -$24K 0.14% 142
2018
Q3
$588K Sell
4,400
-125
-3% -$16.9K 0.13% 150
2018
Q2
$575K Buy
4,525
+176
+4% +$23.4K 0.15% 142
2018
Q1
$595K Sell
4,349
-330
-7% -$47.8K 0.16% 138
2017
Q4
$684K Buy
4,679
+342
+8% +$51.1K 0.19% 105
2017
Q3
$618K Buy
4,337
+438
+11% +$63.4K 0.26% 92
2017
Q2
$567K Buy
3,899
+61
+2% +$8.59K 0.27% 89
2017
Q1
$523K Buy
3,838
+545
+17% +$73.3K 0.29% 78
2016
Q4
$435K Buy
+3,293
New +$420K 0.29% 82

Other funds holding CB

Global Retirement Partners's CB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Chubb (CB) in Q2 2026: 15,304 shares worth $5.21M. The stake represents 0.08% of the portfolio and ranks #229 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CB as recently as Q4 2025.

Global Retirement Partners first reported a position in CB in Q4 2016 and has held it in 36 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Global Retirement Partners held 15,304 shares of Chubb worth $5.21M as of Q2 2026.
  • Chubb was a new Global Retirement Partners position in Q2 2026.
  • Chubb made up 0.08% of Global Retirement Partners's portfolio in Q2 2026, its #229 holding.
  • Global Retirement Partners first reported a position in Chubb in Q4 2016 and has held it in 36 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.