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Oldfield Partners’s Chubb CB Stock Holding History

Oldfield Partners’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 		$75.3M Buy
221,100
+44,500
+25% +$14.5M 18.16% 1
2026
Q1 		$57.6M Buy
176,600
+100
+0.1% +$32.1K 14.63% 3
2025
Q4 		$55.1M Hold
176,500
– – 15.62% 4
2025
Q3 		$49.8M Sell
176,500
-7,200
-4% -$1.98M 15.56% 4
2025
Q2 		$53.2M Sell
183,700
-23,000
-11% -$6.62M 18.28% 3
2025
Q1 		$62.4M Sell
206,700
-4,600
-2% -$1.28M 18.24% 1
2024
Q4 		$58.4M Sell
211,300
-61,600
-23% -$17.5M 16.93% 2
2024
Q3 		$78.7M Sell
272,900
-100,800
-27% -$27.6M 16.64% 1
2024
Q2 		$95.3M Sell
373,700
-103,800
-22% -$26.7M 18.01% 1
2024
Q1 		$124M Sell
477,500
-21,300
-4% -$5.24M 16.66% 1
2023
Q4 		$113M Sell
498,800
-21,800
-4% -$4.77M 15.47% 1
2023
Q3 		$108M Sell
520,600
-1,800
-0.3% -$364K 16.7% 1
2023
Q2 		$101M Buy
+522,400
New +$102M 15.59% 2

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
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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Oldfield Partners's CB Position: Q2 2026 in Review

Oldfield Partners increased its Chubb (CB) stake by 25% in Q2 2026, buying an estimated $14.5M and bringing the position to 221,100 shares worth $75.3M. The position accounts for 18.16% of the portfolio, ranked #1.

Oldfield Partners first reported a position in CB in Q2 2023 and has held it in 13 quarters since. The position peaked at $124M in Q1 2024. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Oldfield Partners held 221,100 shares of Chubb worth $75.3M as of Q2 2026.
  • Oldfield Partners bought 44,500 Chubb shares in Q2 2026, an estimated $14.5M.
  • Chubb made up 18.16% of Oldfield Partners's portfolio in Q2 2026, its #1 holding.
  • Oldfield Partners first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
  • Oldfield Partners's Chubb position peaked at $124M in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Oldfield Partners's 13F filing for Q2 2026, filed 10 Jul 2026.