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Keyes Stange & Wooten Wealth Management’s Chubb CB Stock Holding History

Keyes Stange & Wooten Wealth 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 		$919K Sell
2,696
-38
-1% -$12.4K 0.37% 25
2026
Q1 		$891K Sell
2,734
-42
-2% -$13.5K 0.4% 25
2025
Q4 		$866K Sell
2,776
-92
-3% -$26.9K 0.41% 25
2025
Q3 		$809K Sell
2,868
-22
-0.8% -$6.05K 0.39% 27
2025
Q2 		$837K Sell
2,890
-116
-4% -$33.4K 0.43% 27
2025
Q1 		$908K Buy
3,006
+14
+0.5% +$3.89K 0.52% 22
2024
Q4 		$827K Buy
2,992
+3
+0.1% +$852 0.49% 23
2024
Q3 		$862K Sell
2,989
-567
-16% -$155K 0.51% 24
2024
Q2 		$907K Sell
3,556
-201
-5% -$51.6K 0.63% 24
2024
Q1 		$974K Sell
3,757
-55
-1% -$13.5K 0.86% 21
2023
Q4 		$862K Buy
+3,812
New +$834K 0.92% 20

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
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
CS
CapitalatWork SA Auderghem $3.99B AUM

Keyes Stange & Wooten Wealth Management's CB Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Chubb (CB) stake by 1.4% in Q2 2026, selling an estimated $12.4K and leaving 2,696 shares worth $919K. The position accounts for 0.37% of the portfolio, ranked #25.

Keyes Stange & Wooten Wealth Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $974K in Q1 2024. 910 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 2,696 shares of Chubb worth $919K as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management sold 38 Chubb shares in Q2 2026, an estimated $12.4K.
  • Chubb made up 0.37% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Keyes Stange & Wooten Wealth Management's Chubb position peaked at $974K in Q1 2024.
  • 910 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.