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Octavia Wealth Advisors’s Chubb CB Stock Holding History

Octavia Wealth 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
-986
Closed -$322K – 235
2026
Q1 		$322K Sell
986
-56
-5% -$18K 0.03% 173
2025
Q4 		$326K Sell
1,042
-115
-10% -$33.6K 0.03% 180
2025
Q3 		$328K Sell
1,157
-1
-0.1% -$275 0.03% 182
2025
Q2 		$337K Buy
+1,158
New +$333K 0.04% 154

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

Octavia Wealth Advisors's CB Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 986 shares — an estimated $322K sold.

Octavia Wealth Advisors first reported a position in CB in Q2 2025 and held it in 4 quarters. The position peaked at $337K in Q2 2025. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 986 Chubb shares in Q2 2026, an estimated $322K.
  • Octavia Wealth Advisors first reported a position in Chubb in Q2 2025 and held it in 4 quarters.
  • Octavia Wealth Advisors's Chubb position peaked at $337K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.