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GoalVest Advisory’s Chubb CB Stock Holding History

GoalVest 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 		$46K Buy
135
+6
+5% +$1.96K 0.01% 216
2026
Q1 		$42K Hold
129
– – 0.01% 243
2025
Q4 		$40.3K Buy
+129
New +$37.7K 0.01% 261
2025
Q3 		– Sell
-3,081
Closed -$893K – 405
2025
Q2 		$893K Buy
3,081
+3,080
+308,000% +$886K 0.22% 73
2025
Q1 		$302 Sell
1
-44
-98% -$12.2K ﹤0.01% 409
2024
Q4 		$12.4K Sell
45
-133
-75% -$37.8K ﹤0.01% 269
2024
Q3 		$51.3K Buy
178
+88
+98% +$24.1K 0.01% 190
2024
Q2 		$23K Hold
90
– – 0.01% 226
2024
Q1 		$23.3K Hold
90
– – 0.01% 254
2023
Q4 		$20.3K Sell
90
-5
-5% -$1.09K 0.01% 206
2023
Q3 		$19.8K Buy
95
+5
+6% +$1.01K 0.01% 219
2023
Q2 		$17.3K Buy
+90
New +$17.6K 0.01% 211
2022
Q2 		– Sell
-4
Closed -$1K – 337
2022
Q1 		$1K Buy
+4
New +$813 ﹤0.01% 315

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

GoalVest Advisory's CB Position: Q2 2026 in Review

GoalVest Advisory increased its Chubb (CB) stake by 4.7% in Q2 2026, buying an estimated $1.96K and bringing the position to 135 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #216.

GoalVest Advisory first reported a position in CB in Q1 2022 and has held it in 13 quarters since. The position peaked at $893K in Q2 2025. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • GoalVest Advisory held 135 shares of Chubb worth $46K as of Q2 2026.
  • GoalVest Advisory bought 6 Chubb shares in Q2 2026, an estimated $1.96K.
  • Chubb made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #216 holding.
  • GoalVest Advisory first reported a position in Chubb in Q1 2022 and has held it in 13 quarters since.
  • GoalVest Advisory's Chubb position peaked at $893K in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.