Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5M Buy
+14,679
New +$4.79M 0.18% 150
2026
Q1
Sell
-13,261
Closed -$4.14M 395
2025
Q4
$4.14M Buy
13,261
+571
+4% +$167K 0.18% 147
2025
Q3
$3.58M Buy
12,690
+1,182
+10% +$325K 0.16% 157
2025
Q2
$3.33M Buy
11,508
+286
+3% +$82.3K 0.17% 153
2025
Q1
$3.39M Buy
11,222
+522
+5% +$145K 0.19% 139
2024
Q4
$2.96M Buy
10,700
+146
+1% +$41.5K 0.17% 150
2024
Q3
$3.04M Buy
10,554
+391
+4% +$107K 0.19% 143
2024
Q2
$2.59M Buy
10,163
+269
+3% +$69.1K 0.17% 154
2024
Q1
$2.56M Sell
9,894
-2,598
-21% -$639K 0.19% 149
2023
Q4
$2.82M Buy
12,492
+301
+2% +$65.8K 0.21% 129
2023
Q3
$2.54M Buy
12,191
+244
+2% +$49.3K 0.21% 125
2023
Q2
$2.3M Buy
11,947
+608
+5% +$119K 0.2% 145
2023
Q1
$2.2M Buy
11,339
+365
+3% +$76.7K 0.21% 122
2022
Q4
$2.42M Buy
10,974
+391
+4% +$81.3K 0.24% 100
2022
Q3
$1.92M Buy
10,583
+671
+7% +$127K 0.17% 125
2022
Q2
$1.95M Buy
9,912
+173
+2% +$35.6K 0.21% 103
2022
Q1
$2.08M Sell
9,739
-202
-2% -$41K 0.21% 120
2021
Q4
$1.92M Buy
9,941
+151
+2% +$28.4K 0.19% 133
2021
Q3
$1.7M Buy
9,790
+229
+2% +$40.1K 0.18% 144
2021
Q2
$1.52M Buy
9,561
+340
+4% +$56.4K 0.17% 154
2021
Q1
$1.46M Buy
9,221
+555
+6% +$89.4K 0.18% 135
2020
Q4
$1.33M Buy
8,666
+578
+7% +$81K 0.18% 138
2020
Q3
$939K Buy
8,088
+679
+9% +$85.3K 0.15% 162
2020
Q2
$938K Buy
7,409
+132
+2% +$15.3K 0.17% 143
2020
Q1
$812K Buy
7,277
+1,467
+25% +$210K 0.18% 138
2019
Q4
$904K Buy
5,810
+291
+5% +$44.5K 0.17% 153
2019
Q3
$891K Sell
5,519
-106
-2% -$16.4K 0.17% 145
2019
Q2
$828K Buy
5,625
+558
+11% +$80.6K 0.15% 144
2019
Q1
$709K Buy
5,067
+437
+9% +$58.1K 0.14% 146
2018
Q4
$598K Sell
4,630
-357
-7% -$46.1K 0.14% 151
2018
Q3
$666K Buy
4,987
+479
+11% +$64.8K 0.13% 159
2018
Q2
$572K Buy
4,508
+167
+4% +$22.2K 0.12% 168
2018
Q1
$593K Buy
4,341
+508
+13% +$73.6K 0.13% 159
2017
Q4
$560K Buy
+3,833
New +$573K 0.13% 160

Other funds holding CB

IFG Advisory's CB Position: Q2 2026 in Review

IFG Advisory opened a new position in Chubb (CB) in Q2 2026: 14,679 shares worth $5M. The stake represents 0.18% of the portfolio and ranks #150 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CB as recently as Q4 2025.

IFG Advisory first reported a position in CB in Q4 2017 and has held it in 34 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • IFG Advisory held 14,679 shares of Chubb worth $5M as of Q2 2026.
  • Chubb was a new IFG Advisory position in Q2 2026.
  • Chubb made up 0.18% of IFG Advisory's portfolio in Q2 2026, its #150 holding.
  • IFG Advisory first reported a position in Chubb in Q4 2017 and has held it in 34 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.