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Laurel Oak Wealth Management’s Chubb CB Stock Holding History

Laurel Oak 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 		$1.55M Sell
4,555
-69
-1% -$22.5K 0.23% 83
2026
Q1 		$1.51M Sell
4,624
-15
-0.3% -$4.81K 0.25% 77
2025
Q4 		$1.45M Buy
+4,639
New +$1.36M 0.24% 79

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

Laurel Oak Wealth Management's CB Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Chubb (CB) stake by 1.5% in Q2 2026, selling an estimated $22.5K and leaving 4,555 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #83.

Laurel Oak Wealth Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Laurel Oak Wealth Management held 4,555 shares of Chubb worth $1.55M as of Q2 2026.
  • Laurel Oak Wealth Management sold 69 Chubb shares in Q2 2026, an estimated $22.5K.
  • Chubb made up 0.23% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Laurel Oak Wealth Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.