Investors Research Corp’s Chubb CB Stock Holding History

Investors Research Corp’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	$32.4K	Sell	95 -47	-33%	-$15.3K	0.01%	427
2026 Q1	$46.3K	Sell	142 -155	-52%	-$49.7K	0.01%	396
2025 Q4	$92.7K	Hold	297	–	–	0.02%	371
2025 Q3	$83.8K	Hold	297	–	–	0.02%	386
2025 Q2	$86K	Hold	297	–	–	0.02%	396
2025 Q1	$89.7K	Buy	297 +50	+20%	+$13.9K	0.02%	391
2024 Q4	$68.2K	Hold	247	–	–	0.02%	436
2024 Q3	$71.2K	Hold	247	–	–	0.02%	441
2024 Q2	$63K	Hold	247	–	–	0.01%	466
2024 Q1	$64K	Hold	247	–	–	0.02%	466
2023 Q4	$55.8K	Hold	247	–	–	0.01%	503
2023 Q3	$51.4K	Hold	247	–	–	0.01%	506
2023 Q2	$47.6K	Hold	247	–	–	0.01%	519
2023 Q1	$48K	Hold	247	–	–	0.01%	527
2022 Q4	$54.5K	Buy	247 +48	+24%	+$9.99K	0.01%	505
2022 Q3	$36K	Hold	199	–	–	0.01%	550
2022 Q2	$39K	Hold	199	–	–	0.01%	545
2022 Q1	$43K	Hold	199	–	–	0.01%	542
2021 Q4	$38K	Hold	199	–	–	0.01%	565
2021 Q3	$35K	Hold	199	–	–	0.01%	576
2021 Q2	$32K	Hold	199	–	–	0.01%	590
2021 Q1	$31K	Hold	199	–	–	0.01%	601
2020 Q4	$31K	Hold	199	–	–	0.01%	634
2020 Q3	$23K	Hold	199	–	–	0.01%	657
2020 Q2	$25K	Hold	199	–	–	0.01%	624
2020 Q1	$22K	Hold	199	–	–	0.01%	585
2019 Q4	$31K	Hold	199	–	–	0.01%	602
2019 Q3	$32K	Buy	199 +142	+249%	+$22K	0.02%	582
2019 Q2	$8K	Hold	57	–	–	﹤0.01%	828
2019 Q1	$8K	Buy	+57	New	+$7.58K	﹤0.01%	811

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

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Investors Research Corp's CB Position: Q2 2026 in Review

Investors Research Corp reduced its Chubb (CB) stake by 33% in Q2 2026, selling an estimated $15.3K and leaving 95 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #427.

Investors Research Corp first reported a position in CB in Q1 2019 and has held it in 30 quarters since. The position peaked at $92.7K in Q4 2025. 360 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Investors Research Corp held 95 shares of Chubb worth $32.4K as of Q2 2026.
Investors Research Corp sold 47 Chubb shares in Q2 2026, an estimated $15.3K.
Chubb made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #427 holding.
Investors Research Corp first reported a position in Chubb in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Chubb position peaked at $92.7K in Q4 2025.
360 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.