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Highline Wealth Partners’s Chubb CB Stock Holding History

Highline Wealth 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 		$18.1K Buy
53
+24
+83% +$7.83K ﹤0.01% 419
2026
Q1 		$9.45K Buy
29
+8
+38% +$2.57K ﹤0.01% 474
2025
Q4 		$6.55K Buy
21
+10
+91% +$2.92K ﹤0.01% 489
2025
Q3 		$3.1K Sell
11
-3
-21% -$826 ﹤0.01% 732
2025
Q2 		$4.06K Buy
14
+1
+8% +$288 ﹤0.01% 494
2025
Q1 		$3.93K Buy
13
+1
+8% +$278 ﹤0.01% 484
2024
Q4 		$3.32K Buy
12
+2
+20% +$568 ﹤0.01% 401
2024
Q3 		$2.88K Sell
10
-2
-17% -$548 ﹤0.01% 417
2024
Q2 		$3.06K Buy
12
+6
+100% +$1.54K ﹤0.01% 332
2024
Q1 		$1.55K Hold
6
– – ﹤0.01% 346
2023
Q4 		$1.36K Hold
6
– – ﹤0.01% 323
2023
Q3 		$1.25K Hold
6
– – ﹤0.01% 303
2023
Q2 		$1.16K Hold
6
– – ﹤0.01% 261
2023
Q1 		$1.17K Sell
6
-4
-40% -$841 ﹤0.01% 261
2022
Q4 		$2.21K Buy
10
+4
+67% +$832 ﹤0.01% 217
2022
Q3 		$1.09K Buy
+6
New +$1.14K ﹤0.01% 254

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

Highline Wealth Partners's CB Position: Q2 2026 in Review

Highline Wealth Partners increased its Chubb (CB) stake by 83% in Q2 2026, buying an estimated $7.83K and bringing the position to 53 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Highline Wealth Partners first reported a position in CB in Q3 2022 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Highline Wealth Partners held 53 shares of Chubb worth $18.1K as of Q2 2026.
  • Highline Wealth Partners bought 24 Chubb shares in Q2 2026, an estimated $7.83K.
  • Chubb made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #419 holding.
  • Highline Wealth Partners first reported a position in Chubb in Q3 2022 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.