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Net Worth Advisory Group’s Chubb CB Stock Holding History

Net Worth Advisory 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 		$821K Sell
2,410
-58
-2% -$18.9K 0.21% 112
2026
Q1 		$804K Sell
2,468
-58
-2% -$18.6K 0.17% 122
2025
Q4 		$789K Sell
2,526
-372
-13% -$109K 0.16% 135
2025
Q3 		$818K Sell
2,898
-99
-3% -$27.2K 0.24% 84
2025
Q2 		$868K Sell
2,997
-73
-2% -$21K 0.19% 100
2025
Q1 		$927K Buy
3,070
+656
+27% +$182K 0.29% 62
2024
Q4 		$667K Buy
2,414
+6
+0.2% +$1.7K 0.2% 114
2024
Q3 		$694K Buy
+2,408
New +$660K 0.21% 121

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

Net Worth Advisory Group's CB Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Chubb (CB) stake by 2.4% in Q2 2026, selling an estimated $18.9K and leaving 2,410 shares worth $821K. The position accounts for 0.21% of the portfolio, ranked #112.

Net Worth Advisory Group first reported a position in CB in Q3 2024 and has held it in 8 quarters since. The position peaked at $927K in Q1 2025. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Net Worth Advisory Group held 2,410 shares of Chubb worth $821K as of Q2 2026.
  • Net Worth Advisory Group sold 58 Chubb shares in Q2 2026, an estimated $18.9K.
  • Chubb made up 0.21% of Net Worth Advisory Group's portfolio in Q2 2026, its #112 holding.
  • Net Worth Advisory Group first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Chubb position peaked at $927K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.