Gratus Wealth Advisors’s Chubb CB Stock Holding History

Gratus Wealth 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	$1.15M	Hold	3,387	–	–	0.15%	54
2026 Q1	$1.1M	Buy	3,387 +154	+5%	+$49.4K	0.16%	57
2025 Q4	$1.01M	Sell	3,233 -171	-5%	-$50K	0.14%	60
2025 Q3	$961K	Sell	3,404 -99	-3%	-$27.2K	0.14%	61
2025 Q2	$1.01M	Buy	3,503 +99	+3%	+$28.5K	0.15%	60
2025 Q1	$1.03M	Sell	3,404 -144	-4%	-$40K	0.17%	54
2024 Q4	$980K	Hold	3,548	–	–	0.16%	61
2024 Q3	$983K	Hold	3,548	–	–	0.16%	61
2024 Q2	$922K	Sell	3,548 -148	-4%	-$38K	0.16%	60
2024 Q1	$907K	Hold	3,696	–	–	0.17%	59
2023 Q4	$835K	Buy	+3,696	New	+$808K	0.16%	62

Other funds holding CB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Gratus Wealth Advisors's CB Position: Q2 2026 in Review

Gratus Wealth Advisors held its Chubb (CB) position steady in Q2 2026 at 3,387 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #54.

Gratus Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Gratus Wealth Advisors held 3,387 shares of Chubb worth $1.15M as of Q2 2026.
Gratus Wealth Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Gratus Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
916 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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