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Harrell Investment Partners’s Chubb CB Stock Holding History

Harrell Investment 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 		$6.35M Buy
18,631
+112
+0.6% +$36.5K 1.38% 22
2026
Q1 		$6.04M Sell
18,519
-1,350
-7% -$433K 1.44% 20
2025
Q4 		$6.2M Sell
19,869
-574
-3% -$168K 1.46% 20
2025
Q3 		$5.77M Sell
20,443
-663
-3% -$182K 1.36% 22
2025
Q2 		$6.11M Buy
21,106
+2,103
+11% +$605K 1.55% 16
2025
Q1 		$5.74M Sell
19,003
-484
-2% -$134K 1.7% 20
2024
Q4 		$5.38M Sell
19,487
-8,315
-30% -$2.36M 1.5% 21
2024
Q3 		$8.02M Sell
27,802
-484
-2% -$133K 2.27% 12
2024
Q2 		$7.22M Sell
28,286
-333
-1% -$85.5K 2.1% 14
2024
Q1 		$7.42M Buy
28,619
+348
+1% +$85.6K 2.2% 15
2023
Q4 		$6.39M Buy
28,271
+611
+2% +$134K 1.99% 15
2023
Q3 		$5.71M Buy
27,660
+1,421
+5% +$287K 1.95% 15
2023
Q2 		$5.05M Buy
26,239
+541
+2% +$106K 1.71% 19
2023
Q1 		$5.01M Buy
25,698
+1,595
+7% +$335K 1.78% 18
2022
Q4 		$5.32M Buy
24,103
+2,172
+10% +$452K 2.09% 13
2022
Q3 		$3.99M Buy
21,931
+1,636
+8% +$311K 1.67% 22
2022
Q2 		$3.99M Buy
20,295
+943
+5% +$194K 1.63% 21
2022
Q1 		$4.14M Sell
19,352
-185
-0.9% -$37.6K 1.46% 19
2021
Q4 		$3.78M Sell
19,537
-673
-3% -$126K 1.16% 27
2021
Q3 		$3.52M Buy
20,210
+2,677
+15% +$469K 1.13% 30
2021
Q2 		$2.79M Buy
17,533
+1,448
+9% +$240K 0.9% 42
2021
Q1 		$2.54M Buy
16,085
+903
+6% +$145K 0.9% 42
2020
Q4 		$2.34M Sell
15,182
-5,083
-25% -$712K 0.9% 42
2020
Q3 		$2.35M Buy
+20,265
New +$2.55M 1.03% 42
2020
Q2 		– Sell
-20,389
Closed -$2.28M – 77
2020
Q1 		$2.28M Buy
20,389
+2,616
+15% +$375K 1.24% 35
2019
Q4 		$2.77M Buy
+17,773
New +$2.72M 1.26% 35

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

Harrell Investment Partners's CB Position: Q2 2026 in Review

Harrell Investment Partners increased its Chubb (CB) stake by 0.6% in Q2 2026, buying an estimated $36.5K and bringing the position to 18,631 shares worth $6.35M. The position accounts for 1.38% of the portfolio, ranked #22.

Harrell Investment Partners first reported a position in CB in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.02M in Q3 2024. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Harrell Investment Partners held 18,631 shares of Chubb worth $6.35M as of Q2 2026.
  • Harrell Investment Partners bought 112 Chubb shares in Q2 2026, an estimated $36.5K.
  • Chubb made up 1.38% of Harrell Investment Partners's portfolio in Q2 2026, its #22 holding.
  • Harrell Investment Partners first reported a position in Chubb in Q4 2019 and has held it in 26 quarters since.
  • Harrell Investment Partners's Chubb position peaked at $8.02M in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.