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LVW Advisors’s Chubb CB Stock Holding History

LVW 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 		$3.25M Sell
9,551
-860
-8% -$281K 0.28% 50
2026
Q1 		$3.39M Sell
10,411
-137
-1% -$44K 0.32% 41
2025
Q4 		$3.29M Buy
10,548
+2
+0% +$585 0.33% 42
2025
Q3 		$2.98M Sell
10,546
-1,058
-9% -$291K 0.3% 44
2025
Q2 		$3.36M Buy
11,604
+250
+2% +$71.9K 0.37% 38
2025
Q1 		$3.43M Sell
11,354
-202
-2% -$56.1K 0.41% 33
2024
Q4 		$3.19M Sell
11,556
-198
-2% -$56.2K 0.38% 41
2024
Q3 		$3.39M Buy
11,754
+40
+0.3% +$11K 0.43% 38
2024
Q2 		$2.99M Buy
11,714
+416
+4% +$107K 0.44% 36
2024
Q1 		$2.93M Sell
11,298
-261
-2% -$64.2K 0.5% 35
2023
Q4 		$2.61M Sell
11,559
-2,341
-17% -$512K 0.49% 39
2023
Q3 		$2.89M Sell
13,900
-3,427
-20% -$693K 0.6% 37
2023
Q2 		$3.34M Sell
17,327
-980
-5% -$192K 0.64% 40
2023
Q1 		$3.55M Sell
18,307
-642
-3% -$135K 0.69% 40
2022
Q4 		$4.18M Buy
18,949
+29
+0.2% +$6.03K 0.85% 30
2022
Q3 		$3.44M Buy
18,920
+264
+1% +$50.1K 0.77% 34
2022
Q2 		$3.67M Sell
18,656
-1,269
-6% -$261K 0.75% 37
2022
Q1 		$4.26M Sell
19,925
-20
-0.1% -$4.06K 0.72% 38
2021
Q4 		$3.86M Sell
19,945
-1,933
-9% -$363K 0.66% 40
2021
Q3 		$3.79M Sell
21,878
-341
-2% -$59.8K 0.65% 42
2021
Q2 		$3.53M Buy
22,219
+308
+1% +$51K 0.63% 44
2021
Q1 		$3.46M Sell
21,911
-1,649
-7% -$266K 0.66% 42
2020
Q4 		$3.63M Sell
23,560
-836
-3% -$117K 0.73% 37
2020
Q3 		$2.83M Sell
24,396
-1,941
-7% -$244K 0.62% 46
2020
Q2 		$3.33M Buy
26,337
+2,655
+11% +$308K 0.8% 37
2020
Q1 		$2.65M Buy
23,682
+4,604
+24% +$660K 0.7% 43
2019
Q4 		$2.97M Buy
19,078
+466
+3% +$71.3K 0.67% 45
2019
Q3 		$3M Sell
18,612
-832
-4% -$129K 0.74% 40
2019
Q2 		$2.86M Buy
19,444
+139
+0.7% +$20.1K 0.79% 34
2019
Q1 		$2.7M Buy
19,305
+2,275
+13% +$303K 0.72% 42
2018
Q4 		$2.2M Sell
17,030
-1,408
-8% -$182K 0.74% 41
2018
Q3 		$2.46M Buy
18,438
+595
+3% +$80.5K 0.69% 37
2018
Q2 		$2.27M Buy
17,843
+1,010
+6% +$134K 0.72% 38
2018
Q1 		$2.3M Buy
+16,833
New +$2.44M 0.71% 36

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

LVW Advisors's CB Position: Q2 2026 in Review

LVW Advisors reduced its Chubb (CB) stake by 8.3% in Q2 2026, selling an estimated $281K and leaving 9,551 shares worth $3.25M. The position accounts for 0.28% of the portfolio, ranked #50.

LVW Advisors first reported a position in CB in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.26M in Q1 2022. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • LVW Advisors held 9,551 shares of Chubb worth $3.25M as of Q2 2026.
  • LVW Advisors sold 860 Chubb shares in Q2 2026, an estimated $281K.
  • Chubb made up 0.28% of LVW Advisors's portfolio in Q2 2026, its #50 holding.
  • LVW Advisors first reported a position in Chubb in Q1 2018 and has held it in 34 quarters since.
  • LVW Advisors's Chubb position peaked at $4.26M in Q1 2022.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.