Kingsview Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.77M | Sell |
5,183
-21
| -0.4% | -$6.85K | 0.02% | 587 |
|
|
2026
Q1 | $1.7M | Sell |
5,204
-75
| -1% | -$24.1K | 0.02% | 544 |
|
|
2025
Q4 | $1.65M | Sell |
5,279
-9,363
| -64% | -$2.74M | 0.02% | 517 |
|
|
2025
Q3 | $4.13M | Buy |
14,642
+9,572
| +189% | +$2.63M | 0.06% | 309 |
|
|
2025
Q2 | $1.47M | Sell |
5,070
-60
| -1% | -$17.3K | 0.02% | 488 |
|
|
2025
Q1 | $1.55M | Sell |
5,130
-1,011
| -16% | -$281K | 0.03% | 441 |
|
|
2024
Q4 | $1.7M | Buy |
6,141
+98
| +2% | +$27.8K | 0.03% | 423 |
|
|
2024
Q3 | $1.74M | Buy |
6,043
+686
| +13% | +$188K | 0.04% | 405 |
|
|
2024
Q2 | $1.37M | Buy |
5,357
+54
| +1% | +$13.9K | 0.03% | 435 |
|
|
2024
Q1 | $1.37M | Buy |
5,303
+1,067
| +25% | +$262K | 0.03% | 421 |
|
|
2023
Q4 | $957K | Sell |
4,236
-34
| -0.8% | -$7.43K | 0.03% | 480 |
|
|
2023
Q3 | $889K | Buy |
4,270
+298
| +8% | +$60.2K | 0.03% | 467 |
|
|
2023
Q2 | $765K | Buy |
3,972
+158
| +4% | +$31K | 0.03% | 486 |
|
|
2023
Q1 | $741K | Sell |
3,814
-611
| -14% | -$128K | 0.03% | 471 |
|
|
2022
Q4 | $976K | Sell |
4,425
-402
| -8% | -$83.6K | 0.04% | 349 |
|
|
2022
Q3 | $878K | Buy |
4,827
+750
| +18% | +$142K | 0.04% | 355 |
|
|
2022
Q2 | $801K | Sell |
4,077
-4,041
| -50% | -$832K | 0.04% | 420 |
|
|
2022
Q1 | $1.74M | Buy |
8,118
+4,108
| +102% | +$835K | 0.08% | 262 |
|
|
2021
Q4 | $775K | Sell |
4,010
-34
| -0.8% | -$6.39K | 0.03% | 468 |
|
|
2021
Q3 | $702K | Buy |
4,044
+132
| +3% | +$23.1K | 0.03% | 468 |
|
|
2021
Q2 | $633K | Sell |
3,912
-5
| -0.1% | -$829 | 0.03% | 498 |
|
|
2021
Q1 | $623K | Sell |
3,917
-133
| -3% | -$21.4K | 0.04% | 460 |
|
|
2020
Q4 | $623K | Buy |
4,050
+244
| +6% | +$34.2K | 0.05% | 397 |
|
|
2020
Q3 | $442K | Sell |
3,806
-1,067
| -22% | -$134K | 0.04% | 390 |
|
|
2020
Q2 | $617K | Buy |
4,873
+387
| +9% | +$44.8K | 0.06% | 288 |
|
|
2020
Q1 | $501K | Buy |
4,486
+866
| +24% | +$124K | 0.07% | 266 |
|
|
2019
Q4 | $564K | Buy |
3,620
+569
| +19% | +$87.1K | 0.07% | 262 |
|
|
2019
Q3 | $493K | Buy |
3,051
+1,008
| +49% | +$156K | 0.08% | 255 |
|
|
2019
Q2 | $301K | Buy |
+2,043
| New | +$295K | 0.05% | 322 |
|
|
2018
Q3 | – | Sell |
-3,055
| Closed | -$388K | – | 416 |
|
|
2018
Q2 | $388K | Hold |
3,055
| – | – | 0.09% | 232 |
|
|
2018
Q1 | $418K | Buy |
3,055
+425
| +16% | +$61.5K | 0.1% | 217 |
|
|
2017
Q4 | $384K | Buy |
+2,630
| New | +$393K | 0.14% | 206 |
|
Other funds holding CB
Kingsview Wealth Management's CB Position: Q2 2026 in Review
Kingsview Wealth Management reduced its Chubb (CB) stake by 0.4% in Q2 2026, selling an estimated $6.85K and leaving 5,183 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #587.
Kingsview Wealth Management first reported a position in CB in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.13M in Q3 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Kingsview Wealth Management held 5,183 shares of Chubb worth $1.77M as of Q2 2026.
- Kingsview Wealth Management sold 21 Chubb shares in Q2 2026, an estimated $6.85K.
- Chubb made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #587 holding.
- Kingsview Wealth Management first reported a position in Chubb in Q4 2017 and has held it in 32 quarters since.
- Kingsview Wealth Management's Chubb position peaked at $4.13M in Q3 2025.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.