Marshall & Sterling Wealth Advisors’s Chubb CB Stock Holding History

Marshall & Sterling 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	$57.6K	Buy	169 +1	+0.6%	+$326	0.03%	146
2026 Q1	$54.9K	Hold	168	–	–	0.04%	141
2025 Q4	$52.4K	Sell	168 -6	-3%	-$1.75K	0.03%	138
2025 Q3	$48.9K	Buy	174 +1	+0.6%	+$275	0.03%	176
2025 Q2	$50.1K	Buy	173 +1	+0.6%	+$288	0.03%	161
2025 Q1	$52K	Buy	172 +6	+4%	+$1.67K	0.04%	152
2024 Q4	$45.8K	Buy	+166	New	+$47.1K	0.03%	133

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

Marshall & Sterling Wealth Advisors's CB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Chubb (CB) stake by 0.6% in Q2 2026, buying an estimated $326 and bringing the position to 169 shares worth $57.6K. The position accounts for 0.03% of the portfolio, ranked #146.

Marshall & Sterling Wealth Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Marshall & Sterling Wealth Advisors held 169 shares of Chubb worth $57.6K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 Chubb share in Q2 2026, an estimated $326.
Chubb made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Marshall & Sterling Wealth Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.