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Opal Wealth Advisors’s Chubb CB Stock Holding History

Opal 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
-215
Closed -$70.1K – 290
2026
Q1 		$70.1K Buy
+215
New +$69K 0.02% 341
2025
Q3 		– Sell
-101
Closed -$29.3K – 253
2025
Q2 		$29.3K Buy
101
+17
+20% +$4.89K 0.01% 483
2025
Q1 		$25.4K Buy
+84
New +$23.3K 0.01% 480
2024
Q3 		– Sell
-67
Closed -$17.1K – 343
2024
Q2 		$17.1K Buy
+67
New +$17.2K 0.01% 547

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

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

Opal Wealth Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 215 shares — an estimated $70.1K sold.

Opal Wealth Advisors first reported a position in CB in Q2 2024 and held it in 4 quarters. The position peaked at $70.1K in Q1 2026. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 215 Chubb shares in Q2 2026, an estimated $70.1K.
  • Opal Wealth Advisors first reported a position in Chubb in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Chubb position peaked at $70.1K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.