HFS
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Howard Financial Services’s Chubb CB Stock Holding History

Howard Financial Services’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 		$244K Sell
717
-12
-2% -$3.91K 0.02% 218
2026
Q1 		$238K Buy
+729
New +$234K 0.03% 201

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Howard Financial Services's CB Position: Q2 2026 in Review

Howard Financial Services reduced its Chubb (CB) stake by 1.6% in Q2 2026, selling an estimated $3.91K and leaving 717 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #218.

Howard Financial Services first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Howard Financial Services held 717 shares of Chubb worth $244K as of Q2 2026.
  • Howard Financial Services sold 12 Chubb shares in Q2 2026, an estimated $3.91K.
  • Chubb made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #218 holding.
  • Howard Financial Services first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.