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Olistico Wealth’s Chubb CB Stock Holding History

Olistico Wealth’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 		$68.1K Hold
200
– – 0.03% 144
2026
Q1 		$65.2K Hold
200
– – 0.03% 145
2025
Q4 		$62.4K Buy
+200
New +$58.5K 0.03% 144
2025
Q3 		– Sell
-200
Closed -$57.9K – 129
2025
Q2 		$57.9K Sell
200
-889
-82% -$256K 0.03% 154
2025
Q1 		$329K Hold
1,089
– – 0.2% 76
2024
Q4 		$301K Hold
1,089
– – 0.18% 81
2024
Q3 		$314K Buy
1,089
+200
+22% +$54.8K 0.19% 84
2024
Q2 		$227K Hold
889
– – 0.14% 96
2024
Q1 		$230K Hold
889
– – 0.17% 98
2023
Q4 		$201K Buy
+889
New +$194K 0.16% 104

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Olistico Wealth's CB Position: Q2 2026 in Review

Olistico Wealth held its Chubb (CB) position steady in Q2 2026 at 200 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #144.

Olistico Wealth first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $329K in Q1 2025. 408 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Olistico Wealth held 200 shares of Chubb worth $68.1K as of Q2 2026.
  • Olistico Wealth left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #144 holding.
  • Olistico Wealth first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • Olistico Wealth's Chubb position peaked at $329K in Q1 2025.
  • 408 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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