MFG
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Merit Financial Group’s Chubb CB Stock Holding History

Merit Financial Group’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 		$17.5M Buy
51,386
+1,165
+2% +$380K 0.11% 165
2026
Q1 		$16.4M Buy
50,221
+6,457
+15% +$2.07M 0.12% 146
2025
Q4 		$13.7M Buy
43,764
+8,032
+22% +$2.35M 0.11% 158
2025
Q3 		$10.1M Buy
35,732
+4,673
+15% +$1.29M 0.09% 174
2025
Q2 		$9M Buy
31,059
+15,637
+101% +$4.5M 0.1% 162
2025
Q1 		$4.66M Buy
15,422
+6,355
+70% +$1.77M 0.07% 235
2024
Q4 		$2.51M Buy
9,067
+2,919
+47% +$829K 0.05% 313
2024
Q3 		$1.77M Sell
6,148
-1,452
-19% -$398K 0.04% 296
2024
Q2 		$1.94M Buy
7,600
+280
+4% +$71.9K 0.04% 273
2024
Q1 		$1.82M Buy
7,320
+2,455
+50% +$604K 0.04% 278
2023
Q4 		$1.1M Sell
4,865
-192
-4% -$42K 0.03% 289
2023
Q3 		$1.05M Buy
5,057
+739
+17% +$149K 0.03% 312
2023
Q2 		$832K Buy
+4,318
New +$846K 0.03% 370

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

Merit Financial Group's CB Position: Q2 2026 in Review

Merit Financial Group increased its Chubb (CB) stake by 2.3% in Q2 2026, buying an estimated $380K and bringing the position to 51,386 shares worth $17.5M. The position accounts for 0.11% of the portfolio, ranked #165.

Merit Financial Group first reported a position in CB in Q2 2023 and has held it in 13 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Merit Financial Group held 51,386 shares of Chubb worth $17.5M as of Q2 2026.
  • Merit Financial Group bought 1,165 Chubb shares in Q2 2026, an estimated $380K.
  • Chubb made up 0.11% of Merit Financial Group's portfolio in Q2 2026, its #165 holding.
  • Merit Financial Group first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.