Northside Capital Management’s Chubb CB Stock Holding History

Northside Capital Management’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	$680K	Hold	1,996	–	–	0.06%	119
2026 Q1	$651K	Hold	1,996	–	–	0.06%	117
2025 Q4	$623K	Hold	1,996	–	–	0.05%	119
2025 Q3	$563K	Sell	1,996 -750	-27%	-$206K	0.05%	129
2025 Q2	$796K	Buy	+2,746	New	+$790K	0.06%	107
2017 Q2	–	Sell	-6,550	Closed	-$892K	–	73
2017 Q1	$892K	Buy	+6,550	New	+$881K	0.24%	67

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Northside Capital Management's CB Position: Q2 2026 in Review

Northside Capital Management held its Chubb (CB) position steady in Q2 2026 at 1,996 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #119.

Northside Capital Management first reported a position in CB in Q1 2017 and has held it in 6 quarters since. The position peaked at $892K in Q1 2017. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Northside Capital Management held 1,996 shares of Chubb worth $680K as of Q2 2026.
Northside Capital Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.06% of Northside Capital Management's portfolio in Q2 2026, its #119 holding.
Northside Capital Management first reported a position in Chubb in Q1 2017 and has held it in 6 quarters since.
Northside Capital Management's Chubb position peaked at $892K in Q1 2017.
475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.