IMZ Advisory’s Chubb CB Stock Holding History

IMZ Advisory’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	$374K	Buy	1,098 +3	+0.3%	+$979	0.12%	30
2026 Q1	$357K	Buy	1,095 +3	+0.3%	+$963	0.14%	29
2025 Q4	$341K	Buy	1,092 +4	+0.4%	+$1.17K	0.12%	32
2025 Q3	$307K	Hold	1,088	–	–	0.11%	34
2025 Q2	$298K	Buy	1,088 +42	+4%	+$12.1K	0.12%	32
2025 Q1	$316K	Buy	1,046 +4	+0.4%	+$1.11K	0.14%	31
2024 Q4	$288K	Hold	1,042	–	–	0.13%	32
2024 Q3	$303K	Buy	+1,042	New	+$286K	0.14%	32

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

IMZ Advisory's CB Position: Q2 2026 in Review

IMZ Advisory increased its Chubb (CB) stake by 0.27% in Q2 2026, buying an estimated $979 and bringing the position to 1,098 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #30.

IMZ Advisory first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

IMZ Advisory held 1,098 shares of Chubb worth $374K as of Q2 2026.
IMZ Advisory bought 3 Chubb shares in Q2 2026, an estimated $979.
Chubb made up 0.12% of IMZ Advisory's portfolio in Q2 2026, its #30 holding.
IMZ Advisory first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.