HPM
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Hoxton Planning & Management’s Chubb CB Stock Holding History

Hoxton Planning & Management’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 		$239K Sell
700
-21
-3% -$6.85K 0.06% 205
2026
Q1 		$235K Sell
721
-25
-3% -$8.02K 0.07% 194
2025
Q4 		$233K Buy
746
+31
+4% +$9.06K 0.07% 192
2025
Q3 		$202K Sell
715
-11
-2% -$3.03K 0.06% 215
2025
Q2 		$210K Buy
726
+3
+0.4% +$863 0.07% 194
2025
Q1 		$218K Sell
723
-36
-5% -$10K 0.08% 185
2024
Q4 		$210K Sell
759
-8
-1% -$2.27K 0.08% 196
2024
Q3 		$221K Buy
+767
New +$210K 0.09% 190

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hoxton Planning & Management's CB Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Chubb (CB) stake by 2.9% in Q2 2026, selling an estimated $6.85K and leaving 700 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #205.

Hoxton Planning & Management first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 401 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Hoxton Planning & Management held 700 shares of Chubb worth $239K as of Q2 2026.
  • Hoxton Planning & Management sold 21 Chubb shares in Q2 2026, an estimated $6.85K.
  • Chubb made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #205 holding.
  • Hoxton Planning & Management first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 401 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.