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Lynch & Associates’s Chubb CB Stock Holding History

Lynch & Associates’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 		$477K Buy
1,401
+195
+16% +$63.6K 0.08% 108
2026
Q1 		$393K Buy
1,206
+97
+9% +$31.1K 0.07% 106
2025
Q4 		$346K Buy
1,109
+317
+40% +$92.7K 0.07% 107
2025
Q3 		$224K Buy
792
+100
+14% +$27.5K 0.04% 122
2025
Q2 		$201K Buy
+692
New +$199K 0.04% 122

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Lynch & Associates's CB Position: Q2 2026 in Review

Lynch & Associates increased its Chubb (CB) stake by 16% in Q2 2026, buying an estimated $63.6K and bringing the position to 1,401 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #108.

Lynch & Associates first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lynch & Associates held 1,401 shares of Chubb worth $477K as of Q2 2026.
  • Lynch & Associates bought 195 Chubb shares in Q2 2026, an estimated $63.6K.
  • Chubb made up 0.08% of Lynch & Associates's portfolio in Q2 2026, its #108 holding.
  • Lynch & Associates first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.