Marquette Asset Management’s Chubb CB Stock Holding History

Marquette Asset 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	$49.7K	Sell	146 -24	-14%	-$7.83K	0.01%	170
2026 Q1	$55.4K	Buy	170 +31	+22%	+$9.95K	0.01%	104
2025 Q4	$43.4K	Buy	139 +87	+167%	+$25.4K	0.01%	109
2025 Q3	$14.7K	Buy	+52	New	+$14.3K	﹤0.01%	179
2022 Q4	–	Sell	-233	Closed	-$42K	–	231
2022 Q3	$42K	Sell	233 -3	-1%	-$570	0.01%	148
2022 Q2	$46K	Buy	236 +3	+1%	+$618	0.01%	164
2022 Q1	$50K	Hold	233	–	–	0.01%	188
2021 Q4	$45K	Hold	233	–	–	0.01%	192
2021 Q3	$40K	Hold	233	–	–	0.01%	189
2021 Q2	$37K	Hold	233	–	–	0.01%	181
2021 Q1	$37K	Hold	233	–	–	0.01%	173
2020 Q4	$36K	Hold	233	–	–	0.01%	176
2020 Q3	$27K	Hold	233	–	–	0.01%	168
2020 Q2	$30K	Hold	233	–	–	0.01%	176
2020 Q1	$26K	Hold	233	–	–	0.01%	181
2019 Q4	$36K	Hold	233	–	–	0.01%	153
2019 Q3	$38K	Hold	233	–	–	0.01%	165
2019 Q2	$34K	Hold	233	–	–	0.01%	169
2019 Q1	$33K	Buy	+233	New	+$31K	0.01%	172

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Marquette Asset Management's CB Position: Q2 2026 in Review

Marquette Asset Management reduced its Chubb (CB) stake by 14% in Q2 2026, selling an estimated $7.83K and leaving 146 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #170.

Marquette Asset Management first reported a position in CB in Q1 2019 and has held it in 19 quarters since. The position peaked at $55.4K in Q1 2026. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Marquette Asset Management held 146 shares of Chubb worth $49.7K as of Q2 2026.
Marquette Asset Management sold 24 Chubb shares in Q2 2026, an estimated $7.83K.
Chubb made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #170 holding.
Marquette Asset Management first reported a position in Chubb in Q1 2019 and has held it in 19 quarters since.
Marquette Asset Management's Chubb position peaked at $55.4K in Q1 2026.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.