Golden State Equity Partners’s Chubb CB Stock Holding History

Golden State Equity Partners’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	$45.3K	Sell	133 -5,327	-98%	-$1.74M	0.12%	108
2026 Q1	$1.78M	Buy	5,460 +3,202	+142%	+$1.03M	0.13%	182
2025 Q4	$705K	Sell	2,258 -318	-12%	-$93K	0.11%	202
2025 Q3	$727K	Sell	2,576 -1,138	-31%	-$313K	0.12%	196
2025 Q2	$1.08M	Sell	3,714 -492	-12%	-$142K	0.2%	125
2025 Q1	$1.27M	Sell	4,206 -474	-10%	-$132K	0.25%	100
2024 Q4	$1.29M	Buy	4,680 +755	+19%	+$214K	0.25%	101
2024 Q3	$1.13M	Sell	3,925 -1,194	-23%	-$327K	0.6%	30
2024 Q2	$1.31M	Buy	+5,119	New	+$1.31M	0.27%	87
2023 Q4	$543K	Buy	2,404 +562	+31%	+$123K	0.13%	176
2023 Q3	$383K	Buy	1,842 +357	+24%	+$72.2K	0.11%	202
2023 Q2	$286K	Buy	+1,485	New	+$291K	0.08%	287

Other funds holding CB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Golden State Equity Partners's CB Position: Q2 2026 in Review

Golden State Equity Partners reduced its Chubb (CB) stake by 98% in Q2 2026, selling an estimated $1.74M and leaving 133 shares worth $45.3K. The position accounts for 0.12% of the portfolio, ranked #108.

Golden State Equity Partners first reported a position in CB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q1 2026. 996 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Golden State Equity Partners held 133 shares of Chubb worth $45.3K as of Q2 2026.
Golden State Equity Partners sold 5,327 Chubb shares in Q2 2026, an estimated $1.74M.
Chubb made up 0.12% of Golden State Equity Partners's portfolio in Q2 2026, its #108 holding.
Golden State Equity Partners first reported a position in Chubb in Q2 2023 and has held it in 12 quarters since.
Golden State Equity Partners's Chubb position peaked at $1.78M in Q1 2026.
996 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.