Lakeside Advisors’s Chubb CB Stock Holding History

Lakeside 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	$1.28M	Hold	3,768	–	–	0.81%	25
2026 Q1	$1.23M	Sell	3,768 -100	-3%	-$32.1K	0.82%	27
2025 Q4	$1.21M	Hold	3,868	–	–	0.77%	25
2025 Q3	$1.09M	Sell	3,868 -120	-3%	-$33K	0.69%	26
2025 Q2	$1.16M	Sell	3,988 -300	-7%	-$86.3K	0.74%	27
2025 Q1	$1.29M	Buy	4,288 +300	+8%	+$83.4K	0.86%	24
2024 Q4	$1.1M	Sell	3,988 -120	-3%	-$34.1K	0.73%	25
2024 Q3	$1.18M	Hold	4,108	–	–	0.74%	26
2024 Q2	$1.05M	Sell	4,108 -120	-3%	-$30.8K	0.68%	26
2024 Q1	$1.1M	Hold	4,228	–	–	0.7%	27
2023 Q4	$956K	Hold	4,228	–	–	0.66%	28
2023 Q3	$880K	Sell	4,228 -300	-7%	-$60.6K	0.68%	29
2023 Q2	$872K	Hold	4,528	–	–	0.64%	31
2023 Q1	$879K	Hold	4,528	–	–	0.68%	28
2022 Q4	$999K	Hold	4,528	–	–	0.82%	26
2022 Q3	$824K	Hold	4,528	–	–	0.74%	26
2022 Q2	$890K	Buy	4,528 +120	+3%	+$24.7K	0.76%	25
2022 Q1	$943K	Sell	4,408 -120	-3%	-$24.4K	0.71%	25
2021 Q4	$875K	Buy	+4,528	New	+$851K	0.65%	28

Other funds holding CB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lakeside Advisors's CB Position: Q2 2026 in Review

Lakeside Advisors held its Chubb (CB) position steady in Q2 2026 at 3,768 shares worth $1.28M. The position accounts for 0.81% of the portfolio, ranked #25.

Lakeside Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q1 2025. 1,189 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Lakeside Advisors held 3,768 shares of Chubb worth $1.28M as of Q2 2026.
Lakeside Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.81% of Lakeside Advisors's portfolio in Q2 2026, its #25 holding.
Lakeside Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
Lakeside Advisors's Chubb position peaked at $1.29M in Q1 2025.
1,189 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.