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Harbor Investment Advisory’s Chubb CB Stock Holding History

Harbor Investment 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 		$617K Buy
1,810
+155
+9% +$50.6K 0.04% 269
2026
Q1 		$539K Sell
1,655
-49
-3% -$15.7K 0.04% 273
2025
Q4 		$532K Sell
1,704
-171
-9% -$50K 0.04% 275
2025
Q3 		$529K Sell
1,875
-213
-10% -$58.6K 0.04% 268
2025
Q2 		$605K Buy
2,088
+27
+1% +$7.77K 0.05% 239
2025
Q1 		$622K Sell
2,061
-641
-24% -$178K 0.06% 225
2024
Q4 		$747K Buy
2,702
+321
+13% +$91.2K 0.07% 186
2024
Q3 		$687K Buy
2,381
+610
+34% +$167K 0.07% 201
2024
Q2 		$452K Buy
1,771
+1,192
+206% +$306K 0.05% 242
2024
Q1 		$150K Sell
579
-10
-2% -$2.46K 0.02% 381
2023
Q4 		$133K Hold
589
– – 0.02% 378
2023
Q3 		$123K Sell
589
-499
-46% -$101K 0.02% 373
2023
Q2 		$210K Buy
1,088
+117
+12% +$22.9K 0.03% 341
2023
Q1 		$189K Hold
971
– – 0.03% 358
2022
Q4 		$214K Buy
971
+20
+2% +$4.16K 0.03% 331
2022
Q3 		$173K Sell
951
-68
-7% -$12.9K 0.03% 358
2022
Q2 		$200K Buy
1,019
+9
+0.9% +$1.85K 0.03% 336
2022
Q1 		$216K Buy
1,010
+12
+1% +$2.44K 0.03% 360
2021
Q4 		$193K Sell
998
-63
-6% -$11.8K 0.02% 380
2021
Q3 		$184K Buy
1,061
+16
+2% +$2.81K 0.02% 383
2021
Q2 		$166K Buy
1,045
+63
+6% +$10.4K 0.02% 395
2021
Q1 		$155K Hold
982
– – 0.02% 386
2020
Q4 		$151K Buy
982
+329
+50% +$46.1K 0.02% 364
2020
Q3 		$76K Buy
653
+218
+50% +$27.4K 0.01% 420
2020
Q2 		$55K Sell
435
-139
-24% -$16.1K 0.01% 425
2020
Q1 		$64K Sell
574
-35
-6% -$5.02K 0.02% 370
2019
Q4 		$95K Buy
+609
New +$93.2K 0.02% 334

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

Harbor Investment Advisory's CB Position: Q2 2026 in Review

Harbor Investment Advisory increased its Chubb (CB) stake by 9.4% in Q2 2026, buying an estimated $50.6K and bringing the position to 1,810 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #269.

Harbor Investment Advisory first reported a position in CB in Q4 2019 and has held it in 27 quarters since. The position peaked at $747K in Q4 2024. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Harbor Investment Advisory held 1,810 shares of Chubb worth $617K as of Q2 2026.
  • Harbor Investment Advisory bought 155 Chubb shares in Q2 2026, an estimated $50.6K.
  • Chubb made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #269 holding.
  • Harbor Investment Advisory first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Chubb position peaked at $747K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.