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Mitchell & Pahl Private Wealth’s Chubb CB Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.7M Buy
7,933
+216
+3% +$70.5K 0.99% 37
2026
Q1 		$2.52M Buy
7,717
+247
+3% +$79.2K 1.02% 41
2025
Q4 		$2.33M Buy
7,470
+89
+1% +$26K 0.97% 40
2025
Q3 		$2.08M Buy
7,381
+35
+0.5% +$9.63K 0.87% 47
2025
Q2 		$2.13M Buy
7,346
+183
+3% +$52.7K 0.94% 39
2025
Q1 		$2.16M Sell
7,163
-45
-0.6% -$12.5K 1.01% 36
2024
Q4 		$1.99M Buy
7,208
+432
+6% +$123K 0.93% 42
2024
Q3 		$1.95M Buy
6,776
+7
+0.1% +$1.92K 0.91% 41
2024
Q2 		$1.73M Sell
6,769
-78
-1% -$20K 0.91% 41
2024
Q1 		$1.77M Buy
6,847
+117
+2% +$28.8K 0.93% 41
2023
Q4 		$1.52M Sell
6,730
-208
-3% -$45.5K 0.86% 44
2023
Q3 		$1.44M Buy
6,938
+537
+8% +$109K 0.86% 41
2023
Q2 		$1.23M Buy
6,401
+336
+6% +$65.8K 0.74% 46
2023
Q1 		$1.18M Buy
6,065
+229
+4% +$48.1K 0.74% 47
2022
Q4 		$1.29M Buy
5,836
+308
+6% +$64.1K 0.84% 42
2022
Q3 		$1M Buy
5,528
+429
+8% +$81.5K 0.74% 48
2022
Q2 		$1M Buy
5,099
+460
+10% +$94.8K 0.7% 49
2022
Q1 		$992K Buy
4,639
+478
+11% +$97.1K 0.63% 58
2021
Q4 		$804K Buy
4,161
+257
+7% +$48.3K 0.52% 66
2021
Q3 		$677K Buy
3,904
+49
+1% +$8.59K 0.49% 73
2021
Q2 		$613K Buy
3,855
+344
+10% +$57K 0.44% 80
2021
Q1 		$555K Buy
3,511
+381
+12% +$61.4K 0.43% 81
2020
Q4 		$482K Buy
+3,130
New +$439K 0.41% 83

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
AV
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth's CB Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Chubb (CB) stake by 2.8% in Q2 2026, buying an estimated $70.5K and bringing the position to 7,933 shares worth $2.7M. The position accounts for 0.99% of the portfolio, ranked #37.

Mitchell & Pahl Private Wealth first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 7,933 shares of Chubb worth $2.7M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 216 Chubb shares in Q2 2026, an estimated $70.5K.
  • Chubb made up 0.99% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.