GIM
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Goelzer Investment Management’s Chubb CB Stock Holding History

Goelzer Investment 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 		$723K Sell
2,122
-229
-10% -$74.7K 0.03% 208
2026
Q1 		$766K Buy
2,351
+418
+22% +$134K 0.04% 189
2025
Q4 		$603K Buy
1,933
+195
+11% +$57K 0.03% 201
2025
Q3 		$491K Buy
1,738
+31
+2% +$8.53K 0.03% 190
2025
Q2 		$495K Hold
1,707
– – 0.03% 186
2025
Q1 		$515K Buy
1,707
+367
+27% +$102K 0.03% 180
2024
Q4 		$370K Buy
1,340
+126
+10% +$35.8K 0.02% 201
2024
Q3 		$350K Buy
1,214
+52
+4% +$14.3K 0.02% 201
2024
Q2 		$296K Sell
1,162
-70
-6% -$18K 0.02% 212
2024
Q1 		$319K Hold
1,232
– – 0.02% 218
2023
Q4 		$278K Buy
+1,232
New +$269K 0.02% 217
2023
Q1 		– Sell
-1,145
Closed -$253K – 228
2022
Q4 		$253K Buy
+1,145
New +$238K 0.02% 222
2020
Q4 		– Sell
-6,661
Closed -$773K – 202
2020
Q3 		$773K Hold
6,661
– – 0.07% 169
2020
Q2 		$843K Buy
6,661
+75
+1% +$8.69K 0.08% 161
2020
Q1 		$736K Sell
6,586
-493
-7% -$70.7K 0.08% 169
2019
Q4 		$1.1M Sell
7,079
-291
-4% -$44.5K 0.09% 165
2019
Q3 		$1.19M Sell
7,370
-264
-3% -$40.8K 0.11% 160
2019
Q2 		$1.12M Sell
7,634
-179
-2% -$25.8K 0.1% 165
2019
Q1 		$1.09M Buy
+7,813
New +$1.04M 0.1% 165

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

Goelzer Investment Management's CB Position: Q2 2026 in Review

Goelzer Investment Management reduced its Chubb (CB) stake by 9.7% in Q2 2026, selling an estimated $74.7K and leaving 2,122 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #208.

Goelzer Investment Management first reported a position in CB in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.19M in Q3 2019. 519 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Goelzer Investment Management held 2,122 shares of Chubb worth $723K as of Q2 2026.
  • Goelzer Investment Management sold 229 Chubb shares in Q2 2026, an estimated $74.7K.
  • Chubb made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #208 holding.
  • Goelzer Investment Management first reported a position in Chubb in Q1 2019 and has held it in 19 quarters since.
  • Goelzer Investment Management's Chubb position peaked at $1.19M in Q3 2019.
  • 519 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.