Nvest Wealth Strategies’s Chubb CB Stock Holding History

Nvest Wealth Strategies’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	-1	Closed	-$326	–	365
2026 Q1	$326	Buy	+1	New	+$321	﹤0.01%	343

Other funds holding CB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nvest Wealth Strategies's CB Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Chubb (CB) in Q2 2026, closing a stake of 1 share — an estimated $326 sold.

Nvest Wealth Strategies first reported a position in CB in Q1 2026 and held it in 1 quarter. The position peaked at $326 in Q1 2026. 1,348 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Nvest Wealth Strategies reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 1 Chubb share in Q2 2026, an estimated $326.
Nvest Wealth Strategies first reported a position in Chubb in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Chubb position peaked at $326 in Q1 2026.
1,348 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.