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Oak Harvest Investment Services’s Chubb CB Stock Holding History

Oak Harvest Investment Services’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 		$213K Hold
626
– – 0.02% 156
2026
Q1 		$204K Sell
626
-590
-49% -$189K 0.02% 162
2025
Q4 		$380K Sell
1,216
-603
-33% -$176K 0.04% 139
2025
Q3 		$513K Hold
1,819
– – 0.06% 129
2025
Q2 		$527K Hold
1,819
– – 0.07% 123
2025
Q1 		$549K Hold
1,819
– – 0.08% 106
2024
Q4 		$503K Buy
+1,819
New +$517K 0.07% 119

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Oak Harvest Investment Services's CB Position: Q2 2026 in Review

Oak Harvest Investment Services held its Chubb (CB) position steady in Q2 2026 at 626 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #156.

Oak Harvest Investment Services first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $549K in Q1 2025. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Oak Harvest Investment Services held 626 shares of Chubb worth $213K as of Q2 2026.
  • Oak Harvest Investment Services left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #156 holding.
  • Oak Harvest Investment Services first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • Oak Harvest Investment Services's Chubb position peaked at $549K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.