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Optas LLC’s Chubb CB Stock Holding History

Optas LLC’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 		$489K Buy
1,435
+157
+12% +$51.2K 0.07% 186
2026
Q1 		$417K Buy
1,278
+193
+18% +$61.9K 0.06% 205
2025
Q4 		$339K Buy
1,085
+180
+20% +$52.6K 0.05% 261
2025
Q3 		$255K Buy
905
+44
+5% +$12.1K 0.04% 300
2025
Q2 		$249K Buy
861
+7
+0.8% +$2.01K 0.05% 261
2025
Q1 		$258K Sell
854
-110
-11% -$30.6K 0.04% 227
2024
Q4 		$266K Buy
964
+1
+0.1% +$284 0.06% 201
2024
Q3 		$278K Buy
+963
New +$264K 0.06% 181
2020
Q2 		– Sell
-1,822
Closed -$204K – 130
2020
Q1 		$204K Sell
1,822
-135
-7% -$19.4K 0.1% 121
2019
Q4 		$306K Buy
+1,957
New +$299K 0.12% 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
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

Optas LLC's CB Position: Q2 2026 in Review

Optas LLC increased its Chubb (CB) stake by 12% in Q2 2026, buying an estimated $51.2K and bringing the position to 1,435 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #186.

Optas LLC first reported a position in CB in Q4 2019 and has held it in 10 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Optas LLC held 1,435 shares of Chubb worth $489K as of Q2 2026.
  • Optas LLC bought 157 Chubb shares in Q2 2026, an estimated $51.2K.
  • Chubb made up 0.07% of Optas LLC's portfolio in Q2 2026, its #186 holding.
  • Optas LLC first reported a position in Chubb in Q4 2019 and has held it in 10 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.