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LifeGoal Wealth Advisors’s Chubb CB Stock Holding History

LifeGoal Wealth 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 		$287K Buy
842
+86
+11% +$28.1K 0.13% 101
2026
Q1 		$247K Buy
+756
New +$243K 0.14% 94

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

LifeGoal Wealth Advisors's CB Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $28.1K and bringing the position to 842 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #101.

LifeGoal Wealth Advisors first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 975 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • LifeGoal Wealth Advisors held 842 shares of Chubb worth $287K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 86 Chubb shares in Q2 2026, an estimated $28.1K.
  • Chubb made up 0.13% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • LifeGoal Wealth Advisors first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 975 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.