MLL
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Moody Lynn & Lieberson’s Chubb CB Stock Holding History

Moody Lynn & Lieberson’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 		$661K Sell
1,941
-104
-5% -$33.9K 0.03% 152
2026
Q1 		$667K Buy
2,045
+6
+0.3% +$1.93K 0.04% 154
2025
Q4 		$636K Buy
2,039
+812
+66% +$237K 0.03% 153
2025
Q3 		$346K Sell
1,227
-2
-0.2% -$550 0.02% 204
2025
Q2 		$356K Buy
1,229
+26
+2% +$7.48K 0.02% 198
2025
Q1 		$363K Sell
1,203
-438
-27% -$122K 0.02% 189
2024
Q4 		$453K Sell
1,641
-8,393
-84% -$2.38M 0.03% 175
2024
Q3 		$2.89M Buy
10,034
+8,414
+519% +$2.31M 0.18% 78
2024
Q2 		$413K Buy
1,620
+24
+2% +$6.16K 0.03% 181
2024
Q1 		$414K Buy
1,596
+135
+9% +$33.2K 0.03% 177
2023
Q4 		$330K Hold
1,461
– – 0.03% 191
2023
Q3 		$304K Hold
1,461
– – 0.03% 171
2023
Q2 		$281K Buy
1,461
+62
+4% +$12.1K 0.02% 188
2023
Q1 		$272K Buy
1,399
+9
+0.6% +$1.89K 0.02% 194
2022
Q4 		$306K Buy
1,390
+200
+17% +$41.6K 0.03% 193
2022
Q3 		$216K Sell
1,190
-16,665
-93% -$3.16M 0.02% 203
2022
Q2 		$3.51M Buy
17,855
+16,665
+1,400% +$3.43M 0.32% 65
2022
Q1 		$255K Buy
+1,190
New +$242K 0.02% 203
2020
Q2 		– Sell
-24,152
Closed -$2.7K – 187
2020
Q1 		$2.7K Sell
24,152
-38,916
-62% -$5.58M 0.37% 53
2019
Q4 		$9.82M Sell
63,068
-2,358
-4% -$361K 0.95% 35
2019
Q3 		$10.6M Buy
65,426
+23,621
+57% +$3.65M 1.18% 31
2019
Q2 		$6.16M Sell
41,805
-843
-2% -$122K 0.68% 49
2019
Q1 		$5.97M Sell
42,648
-626
-1% -$83.3K 0.68% 49
2018
Q4 		$5.59M Sell
43,274
-21,044
-33% -$2.72M 0.75% 42
2018
Q3 		$8.6M Sell
64,318
-1,179
-2% -$159K 0.91% 39
2018
Q2 		$8.32M Sell
65,497
-11,576
-15% -$1.54M 0.98% 37
2018
Q1 		$10.5M Buy
77,073
+831
+1% +$120K 1.27% 31
2017
Q4 		$11.7M Buy
76,242
+441
+0.6% +$65.9K 1.25% 33
2017
Q3 		$10.8M Sell
75,801
-6,630
-8% -$959K 1.31% 28
2017
Q2 		$12M Buy
82,431
+21,406
+35% +$3.01M 1.57% 22
2017
Q1 		$8.31M Sell
61,025
-7,943
-12% -$1.07M 1.17% 35
2016
Q4 		$9.11M Buy
68,968
+8,870
+15% +$1.13M 1.31% 31
2016
Q3 		$7.55M Buy
60,098
+44,700
+290% +$5.67M 1.26% 30
2016
Q2 		$2.01M Buy
15,398
+84
+0.5% +$10.4K 0.36% 57
2016
Q1 		$1.82M Sell
15,314
-28
-0.2% -$3.22K 0.29% 77
2015
Q4 		$1.79M Buy
15,342
+326
+2% +$36.9K 0.28% 81
2015
Q3 		$1.55M Sell
15,016
-927
-6% -$96.9K 0.3% 70
2015
Q2 		$1.62M Sell
15,943
-525
-3% -$56.5K 0.26% 84
2015
Q1 		$1.84M Sell
16,468
-844
-5% -$94.9K 0.29% 76
2014
Q4 		$1.99M Buy
17,312
+281
+2% +$31.1K 0.28% 81
2014
Q3 		$1.79M Sell
17,031
-13,689
-45% -$1.43M 0.27% 89
2014
Q2 		$3.19M Buy
30,720
+13,180
+75% +$1.35M 0.44% 73
2014
Q1 		$1.74M Sell
17,540
-4,969
-22% -$482K 0.25% 97
2013
Q4 		$2.33M Buy
22,509
+149
+0.7% +$14.6K 0.32% 84
2013
Q3 		$2.09M Sell
22,360
-834
-4% -$76.2K 0.32% 85
2013
Q2 		$2.08M Buy
+23,194
New +$2.08M 0.36% 74

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Moody Lynn & Lieberson's CB Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Chubb (CB) stake by 5.1% in Q2 2026, selling an estimated $33.9K and leaving 1,941 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #152.

Moody Lynn & Lieberson first reported a position in CB in Q2 2013 and has held it in 46 quarters since. The position peaked at $12M in Q2 2017. 582 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Moody Lynn & Lieberson held 1,941 shares of Chubb worth $661K as of Q2 2026.
  • Moody Lynn & Lieberson sold 104 Chubb shares in Q2 2026, an estimated $33.9K.
  • Chubb made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #152 holding.
  • Moody Lynn & Lieberson first reported a position in Chubb in Q2 2013 and has held it in 46 quarters since.
  • Moody Lynn & Lieberson's Chubb position peaked at $12M in Q2 2017.
  • 582 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.