NWM
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Northwest Wealth Management’s Chubb CB Stock Holding History

Northwest Wealth 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 		$659K Sell
1,933
-97
-5% -$31.6K 0.09% 103
2026
Q1 		$662K Buy
2,030
+15
+0.7% +$4.81K 0.1% 101
2025
Q4 		$629K Buy
2,015
+784
+64% +$229K 0.1% 102
2025
Q3 		$347K Buy
+1,231
New +$339K 0.06% 138

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

Northwest Wealth Management's CB Position: Q2 2026 in Review

Northwest Wealth Management reduced its Chubb (CB) stake by 4.8% in Q2 2026, selling an estimated $31.6K and leaving 1,933 shares worth $659K. The position accounts for 0.09% of the portfolio, ranked #103.

Northwest Wealth Management first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $662K in Q1 2026. 488 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Northwest Wealth Management held 1,933 shares of Chubb worth $659K as of Q2 2026.
  • Northwest Wealth Management sold 97 Chubb shares in Q2 2026, an estimated $31.6K.
  • Chubb made up 0.09% of Northwest Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Northwest Wealth Management first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Northwest Wealth Management's Chubb position peaked at $662K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.