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Nations Financial Group’s Chubb CB Stock Holding History

Nations 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 		$1.81M Sell
5,304
-1,735
-25% -$566K 0.09% 243
2026
Q1 		$2.29M Sell
7,039
-131
-2% -$42K 0.12% 202
2025
Q4 		$2.24M Buy
7,170
+419
+6% +$123K 0.12% 193
2025
Q3 		$1.91M Sell
6,751
-3,261
-33% -$897K 0.12% 201
2025
Q2 		$2.9M Sell
10,012
-158
-2% -$45.5K 0.2% 126
2025
Q1 		$3.07M Sell
10,170
-2,079
-17% -$578K 0.23% 112
2024
Q4 		$3.38M Buy
12,249
+369
+3% +$105K 0.25% 100
2024
Q3 		$3.43M Buy
11,880
+1,210
+11% +$332K 0.25% 98
2024
Q2 		$2.72M Buy
10,670
+835
+8% +$214K 0.22% 111
2024
Q1 		$2.55M Sell
9,835
-63
-0.6% -$15.5K 0.21% 115
2023
Q4 		$2.24M Sell
9,898
-140
-1% -$30.6K 0.21% 118
2023
Q3 		$2.09M Sell
10,038
-87
-0.9% -$17.6K 0.21% 118
2023
Q2 		$1.95M Sell
10,125
-90
-0.9% -$17.6K 0.19% 130
2023
Q1 		$1.98M Buy
10,215
+1,254
+14% +$264K 0.21% 130
2022
Q4 		$1.98M Buy
+8,961
New +$1.86M 0.22% 113

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

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

Nations Financial Group reduced its Chubb (CB) stake by 25% in Q2 2026, selling an estimated $566K and leaving 5,304 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #243.

Nations Financial Group first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.43M in Q3 2024. 651 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Nations Financial Group held 5,304 shares of Chubb worth $1.81M as of Q2 2026.
  • Nations Financial Group sold 1,735 Chubb shares in Q2 2026, an estimated $566K.
  • Chubb made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #243 holding.
  • Nations Financial Group first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Nations Financial Group's Chubb position peaked at $3.43M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.