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Impact Capital Partners’s Chubb CB Stock Holding History

Impact Capital 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 		$1.83M Buy
5,361
+77
+1% +$25.1K 0.5% 50
2026
Q1 		$1.72M Sell
5,284
-216
-4% -$69.3K 0.52% 49
2025
Q4 		$1.72M Buy
5,500
+102
+2% +$29.8K 0.51% 49
2025
Q3 		$1.52M Sell
5,398
-466
-8% -$128K 0.46% 52
2025
Q2 		$1.7M Buy
5,864
+110
+2% +$31.7K 0.56% 46
2025
Q1 		$1.74M Sell
5,754
-3,306
-36% -$919K 0.63% 41
2024
Q4 		$2.5M Buy
+9,060
New +$2.57M 0.89% 27

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

Impact Capital Partners's CB Position: Q2 2026 in Review

Impact Capital Partners increased its Chubb (CB) stake by 1.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 5,361 shares worth $1.83M. The position accounts for 0.5% of the portfolio, ranked #50.

Impact Capital Partners first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2024. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Impact Capital Partners held 5,361 shares of Chubb worth $1.83M as of Q2 2026.
  • Impact Capital Partners bought 77 Chubb shares in Q2 2026, an estimated $25.1K.
  • Chubb made up 0.5% of Impact Capital Partners's portfolio in Q2 2026, its #50 holding.
  • Impact Capital Partners first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's Chubb position peaked at $2.5M in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.