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Networth Advisors’s Chubb CB Stock Holding History

Networth Advisors’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
-23
Closed -$7.5K – 394
2026
Q1 		$7.5K Buy
23
+18
+360% +$5.78K 0.01% 212
2025
Q4 		$1.56K Buy
+5
New +$1.46K ﹤0.01% 275

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Networth Advisors's CB Position: Q2 2026 in Review

Networth Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 23 shares — an estimated $7.5K sold.

Networth Advisors first reported a position in CB in Q4 2025 and held it in 2 quarters. The position peaked at $7.5K in Q1 2026. 1,253 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Networth Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 23 Chubb shares in Q2 2026, an estimated $7.5K.
  • Networth Advisors first reported a position in Chubb in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's Chubb position peaked at $7.5K in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.