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Lantz Financial’s Chubb CB Stock Holding History

Lantz Financial’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 		$2.83M Sell
8,298
-101
-1% -$32.9K 0.52% 48
2026
Q1 		$2.74M Sell
8,399
-493
-6% -$158K 0.57% 46
2025
Q4 		$2.78M Sell
8,892
-178
-2% -$52K 0.59% 39
2025
Q3 		$2.56M Sell
9,070
-37
-0.4% -$10.2K 0.57% 43
2025
Q2 		$2.64M Sell
9,107
-99
-1% -$28.5K 0.66% 43
2025
Q1 		$2.78M Sell
9,206
-415
-4% -$115K 0.76% 32
2024
Q4 		$2.66M Sell
9,621
-83
-0.9% -$23.6K 0.71% 33
2024
Q3 		$2.8M Sell
9,704
-26
-0.3% -$7.13K 0.76% 33
2024
Q2 		$2.48M Sell
9,730
-21
-0.2% -$5.39K 0.77% 27
2024
Q1 		$2.53M Sell
9,751
-51
-0.5% -$12.5K 0.81% 28
2023
Q4 		$2.22M Sell
9,802
-11,287
-54% -$2.47M 0.8% 26
2023
Q3 		$4.39M Sell
21,089
-328
-2% -$66.3K 1.75% 8
2023
Q2 		$4.08M Buy
21,417
+633
+3% +$124K 1.6% 10
2023
Q1 		$4.03M Buy
20,784
+782
+4% +$164K 1.68% 8
2022
Q4 		$4.41M Buy
20,002
+10,105
+102% +$2.1M 2.01% 8
2022
Q3 		$1.8M Sell
9,897
-10,083
-50% -$1.91M 0.94% 24
2022
Q2 		$3.93M Buy
19,980
+106
+0.5% +$21.8K 1.77% 10
2022
Q1 		$4.25M Buy
19,874
+996
+5% +$202K 1.73% 9
2021
Q4 		$3.65M Sell
18,878
-541
-3% -$102K 1.68% 9
2021
Q3 		$3.37M Buy
19,419
+264
+1% +$46.3K 1.73% 8
2021
Q2 		$3.04M Sell
19,155
-933
-5% -$155K 1.57% 9
2021
Q1 		$3.17M Buy
20,088
+1,062
+6% +$171K 1.81% 8
2020
Q4 		$2.93M Sell
19,026
-1,241
-6% -$174K 1.83% 9
2020
Q3 		$2.35M Buy
20,267
+373
+2% +$46.9K 1.58% 9
2020
Q2 		$2.51M Buy
19,894
+661
+3% +$76.6K 1.81% 8
2020
Q1 		$2.15M Buy
19,233
+173
+0.9% +$24.8K 1.68% 9
2019
Q4 		$2.97M Buy
19,060
+9,411
+98% +$1.44M 1.76% 7
2019
Q3 		$1.51M Buy
9,649
+75
+0.8% +$11.6K 1.02% 25
2019
Q2 		$1.42M Buy
9,574
+215
+2% +$31K 0.96% 30
2019
Q1 		$1.31M Buy
+9,359
New +$1.24M 0.95% 33

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

Lantz Financial's CB Position: Q2 2026 in Review

Lantz Financial reduced its Chubb (CB) stake by 1.2% in Q2 2026, selling an estimated $32.9K and leaving 8,298 shares worth $2.83M. The position accounts for 0.52% of the portfolio, ranked #48.

Lantz Financial first reported a position in CB in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.41M in Q4 2022. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lantz Financial held 8,298 shares of Chubb worth $2.83M as of Q2 2026.
  • Lantz Financial sold 101 Chubb shares in Q2 2026, an estimated $32.9K.
  • Chubb made up 0.52% of Lantz Financial's portfolio in Q2 2026, its #48 holding.
  • Lantz Financial first reported a position in Chubb in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Chubb position peaked at $4.41M in Q4 2022.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.