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JFS Wealth Advisors’s Chubb CB Stock Holding History

JFS Wealth Advisors’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 		$151K Buy
442
+17
+4% +$5.54K 0.01% 376
2026
Q1 		$139K Sell
425
-14
-3% -$4.49K 0.01% 375
2025
Q4 		$137K Buy
439
+59
+16% +$17.3K 0.01% 363
2025
Q3 		$107K Sell
380
-2
-0.5% -$550 0.01% 401
2025
Q2 		$111K Buy
382
+5
+1% +$1.44K 0.01% 360
2025
Q1 		$114K Hold
377
– – 0.01% 356
2024
Q4 		$104K Hold
377
– – 0.01% 359
2024
Q3 		$109K Buy
377
+3
+0.8% +$822 0.01% 354
2024
Q2 		$95.4K Sell
374
-3
-0.8% -$770 0.01% 316
2024
Q1 		$97.7K Sell
377
-17
-4% -$4.18K 0.01% 318
2023
Q4 		$89K Buy
394
+21
+6% +$4.59K 0.01% 325
2023
Q3 		$77.7K Buy
373
+14
+4% +$2.83K 0.01% 311
2023
Q2 		$69.1K Buy
359
+10
+3% +$1.96K 0.01% 326
2023
Q1 		$67.8K Sell
349
-15
-4% -$3.15K 0.01% 327
2022
Q4 		$80.3K Buy
364
+9
+3% +$1.87K 0.01% 309
2022
Q3 		$65K Sell
355
-20
-5% -$3.8K 0.01% 335
2022
Q2 		$74K Buy
375
+19
+5% +$3.91K 0.01% 331
2022
Q1 		$76K Sell
356
-224
-39% -$45.5K 0.01% 341
2021
Q4 		$112K Buy
580
+31
+6% +$5.82K 0.01% 290
2021
Q3 		$95K Buy
549
+18
+3% +$3.15K 0.01% 320
2021
Q2 		$84K Hold
531
– – 0.01% 234
2021
Q1 		$84K Hold
531
– – 0.02% 210
2020
Q4 		$82K Buy
531
+78
+17% +$10.9K 0.02% 204
2020
Q3 		$53K Sell
453
-300
-40% -$37.7K 0.01% 230
2020
Q2 		$95K Buy
753
+300
+66% +$34.8K 0.02% 186
2020
Q1 		$51K Hold
453
– – 0.02% 217
2019
Q4 		$71K Hold
453
– – 0.02% 219
2019
Q3 		$73K Hold
453
– – 0.02% 216
2019
Q2 		$67K Sell
453
-37
-8% -$5.34K 0.02% 221
2019
Q1 		$69K Buy
490
+37
+8% +$4.92K 0.02% 209
2018
Q4 		$59K Sell
453
-60
-12% -$7.75K 0.02% 213
2018
Q3 		$69K Sell
513
-42
-8% -$5.68K 0.02% 225
2018
Q2 		$70K Buy
555
+48
+9% +$6.38K 0.02% 219
2018
Q1 		$69K Hold
507
– – 0.02% 222
2017
Q4 		$74K Buy
507
+71
+16% +$10.6K 0.02% 221
2017
Q3 		$62K Hold
436
– – 0.02% 222
2017
Q2 		$63K Buy
436
+60
+16% +$8.45K 0.02% 205
2017
Q1 		$50K Hold
376
– – 0.01% 221
2016
Q4 		$50K Hold
376
– – 0.01% 221
2016
Q3 		$47K Hold
376
– – 0.01% 245
2016
Q2 		$49K Sell
376
-28
-7% -$3.45K 0.01% 260
2016
Q1 		$48K Buy
404
+28
+7% +$3.22K 0.01% 240
2015
Q4 		$44K Hold
376
– – 0.01% 258
2015
Q3 		$39K Sell
376
-73
-16% -$7.63K 0.02% 230
2015
Q2 		$46K Sell
449
-13
-3% -$1.4K 0.02% 194
2015
Q1 		$52K Hold
462
– – 0.02% 180
2014
Q4 		$53K Buy
462
+1
+0.2% +$111 0.01% 180
2014
Q3 		$48K Sell
461
-111
-19% -$11.6K 0.01% 182
2014
Q2 		$59K Buy
+572
New +$58.6K 0.01% 167

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

JFS Wealth Advisors's CB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Chubb (CB) stake by 4% in Q2 2026, buying an estimated $5.54K and bringing the position to 442 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #376.

JFS Wealth Advisors first reported a position in CB in Q2 2014 and has held it in 49 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • JFS Wealth Advisors held 442 shares of Chubb worth $151K as of Q2 2026.
  • JFS Wealth Advisors bought 17 Chubb shares in Q2 2026, an estimated $5.54K.
  • Chubb made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • JFS Wealth Advisors first reported a position in Chubb in Q2 2014 and has held it in 49 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.