IWP
CB icon

Innova Wealth Partners’s Chubb CB Stock Holding History

Innova Wealth 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 		$365K Sell
1,073
-2
-0.2% -$652 0.15% 118
2026
Q1 		$350K Buy
1,075
+167
+18% +$53.6K 0.17% 107
2025
Q4 		$283K Buy
908
+95
+12% +$27.8K 0.14% 111
2025
Q3 		$229K Buy
813
+65
+9% +$17.9K 0.12% 113
2025
Q2 		$217K Buy
748
+83
+12% +$23.9K 0.13% 99
2025
Q1 		$201K Buy
+665
New +$185K 0.12% 99

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Innova Wealth Partners's CB Position: Q2 2026 in Review

Innova Wealth Partners reduced its Chubb (CB) stake by 0.19% in Q2 2026, selling an estimated $652 and leaving 1,073 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #118.

Innova Wealth Partners first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Innova Wealth Partners held 1,073 shares of Chubb worth $365K as of Q2 2026.
  • Innova Wealth Partners sold 2 Chubb shares in Q2 2026, an estimated $652.
  • Chubb made up 0.15% of Innova Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Innova Wealth Partners first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 916 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.