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MJT & Associates Financial Advisory’s Chubb CB Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-7
Closed -$2.28K – 471
2026
Q1 		$2.28K Hold
7
– – ﹤0.01% 365
2025
Q4 		$2.19K Hold
7
– – ﹤0.01% 378
2025
Q3 		$1.98K Sell
7
-1
-13% -$275 ﹤0.01% 391
2025
Q2 		$2.32K Hold
8
– – ﹤0.01% 390
2025
Q1 		$2.42K Buy
+8
New +$2.22K ﹤0.01% 389

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
Robeco Institutional Asset Management
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
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

MJT & Associates Financial Advisory's CB Position: Q2 2026 in Review

MJT & Associates Financial Advisory sold out of Chubb (CB) in Q2 2026, closing a stake of 7 shares — an estimated $2.28K sold.

MJT & Associates Financial Advisory first reported a position in CB in Q1 2025 and held it in 5 quarters. The position peaked at $2.42K in Q1 2025. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • MJT & Associates Financial Advisory reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 7 Chubb shares in Q2 2026, an estimated $2.28K.
  • MJT & Associates Financial Advisory first reported a position in Chubb in Q1 2025 and held it in 5 quarters.
  • MJT & Associates Financial Advisory's Chubb position peaked at $2.42K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.