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Goldstein Advisors’s Chubb CB Stock Holding History

Goldstein Advisors’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 		$402K Buy
1,179
+259
+28% +$84.5K 0.04% 155
2026
Q1 		$300K Buy
920
+27
+3% +$8.66K 0.03% 152
2025
Q4 		$279K Buy
893
+25
+3% +$7.31K 0.03% 158
2025
Q3 		$245K Buy
868
+18
+2% +$4.95K 0.03% 174
2025
Q2 		$246K Sell
850
-1,519
-64% -$437K 0.03% 160
2025
Q1 		$715K Sell
2,369
-108
-4% -$30K 0.1% 72
2024
Q4 		$684K Buy
2,477
+2
+0.1% +$568 0.1% 74
2024
Q3 		$714K Buy
2,475
+74
+3% +$20.3K 0.11% 70
2024
Q2 		$612K Buy
2,401
+38
+2% +$9.76K 0.1% 70
2024
Q1 		$612K Sell
2,363
-44
-2% -$10.8K 0.1% 70
2023
Q4 		$544K Buy
2,407
+35
+1% +$7.65K 0.09% 97
2023
Q3 		$494K Buy
2,372
+43
+2% +$8.69K 0.1% 72
2023
Q2 		$448K Sell
2,329
-14
-0.6% -$2.74K 0.09% 78
2023
Q1 		$455K Buy
2,343
+56
+2% +$11.8K 0.1% 77
2022
Q4 		$505K Buy
+2,287
New +$476K 0.12% 74

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

Goldstein Advisors's CB Position: Q2 2026 in Review

Goldstein Advisors increased its Chubb (CB) stake by 28% in Q2 2026, buying an estimated $84.5K and bringing the position to 1,179 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #155.

Goldstein Advisors first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $715K in Q1 2025. 436 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Goldstein Advisors held 1,179 shares of Chubb worth $402K as of Q2 2026.
  • Goldstein Advisors bought 259 Chubb shares in Q2 2026, an estimated $84.5K.
  • Chubb made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #155 holding.
  • Goldstein Advisors first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's Chubb position peaked at $715K in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.