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Kaufman Rossin Wealth’s Chubb CB Stock Holding History

Kaufman Rossin Wealth’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 		$209K Buy
+601
New +$196K 0.1% 101
2026
Q1 		– Sell
-1,291
Closed -$403K – 113
2025
Q4 		$403K Buy
1,291
+525
+69% +$154K 0.21% 71
2025
Q3 		$216K Buy
+766
New +$211K 0.12% 141

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

Kaufman Rossin Wealth's CB Position: Q2 2026 in Review

Kaufman Rossin Wealth opened a new position in Chubb (CB) in Q2 2026: 601 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings. This is a return to the name: Kaufman Rossin Wealth previously reported a position in CB as recently as Q4 2025.

Kaufman Rossin Wealth first reported a position in CB in Q3 2025 and has held it in 3 quarters since. The position peaked at $403K in Q4 2025. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kaufman Rossin Wealth held 601 shares of Chubb worth $209K as of Q2 2026.
  • Chubb was a new Kaufman Rossin Wealth position in Q2 2026.
  • Chubb made up 0.1% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #101 holding.
  • Kaufman Rossin Wealth first reported a position in Chubb in Q3 2025 and has held it in 3 quarters since.
  • Kaufman Rossin Wealth's Chubb position peaked at $403K in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.