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Investment Partners Asset Management’s Chubb CB Stock Holding History

Investment Partners Asset 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 		$604K Sell
1,774
-20
-1% -$6.52K 0.34% 82
2026
Q1 		$585K Buy
1,794
+419
+30% +$134K 0.36% 80
2025
Q4 		$429K Sell
1,375
-279
-17% -$81.6K 0.27% 99
2025
Q3 		$467K Sell
1,654
-135
-8% -$37.2K 0.31% 100
2025
Q2 		$518K Buy
1,789
+290
+19% +$83.5K 0.36% 85
2025
Q1 		$453K Buy
1,499
+478
+47% +$133K 0.36% 86
2024
Q4 		$282K Buy
1,021
+210
+26% +$59.6K 0.22% 116
2024
Q3 		$234K Sell
811
-6
-0.7% -$1.65K 0.19% 123
2024
Q2 		$208K Hold
817
– – 0.19% 124
2024
Q1 		$212K Buy
+817
New +$201K 0.19% 130

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Investment Partners Asset Management's CB Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $6.52K and leaving 1,774 shares worth $604K. The position accounts for 0.34% of the portfolio, ranked #82.

Investment Partners Asset Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 688 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Investment Partners Asset Management held 1,774 shares of Chubb worth $604K as of Q2 2026.
  • Investment Partners Asset Management sold 20 Chubb shares in Q2 2026, an estimated $6.52K.
  • Chubb made up 0.34% of Investment Partners Asset Management's portfolio in Q2 2026, its #82 holding.
  • Investment Partners Asset Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 688 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.