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Meridian Financial’s Chubb CB Stock Holding History

Meridian Financial’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 		$225K Hold
661
– – 0.11% 138
2026
Q1 		$215K Hold
661
– – 0.12% 137
2025
Q4 		$206K Buy
+661
New +$193K 0.11% 140

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

Meridian Financial's CB Position: Q2 2026 in Review

Meridian Financial held its Chubb (CB) position steady in Q2 2026 at 661 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #138.

Meridian Financial first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Meridian Financial held 661 shares of Chubb worth $225K as of Q2 2026.
  • Meridian Financial left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.11% of Meridian Financial's portfolio in Q2 2026, its #138 holding.
  • Meridian Financial first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.