Pacific Capital Wealth Advisors’s Chubb CB Stock Holding History

Pacific Capital 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	$413K	Hold	1,212	–	–	0.06%	60
2026 Q1	$395K	Buy	1,212 +10	+0.8%	+$3.21K	0.07%	61
2025 Q4	$375K	Sell	1,202 -23	-2%	-$6.72K	0.06%	59
2025 Q3	$346K	Buy	1,225 +23	+2%	+$6.33K	0.06%	57
2025 Q2	$337K	Sell	1,202 -18	-1%	-$5.18K	0.06%	56
2025 Q1	$368K	Hold	1,220	–	–	0.06%	59
2024 Q4	$337K	Sell	1,220 -48	-4%	-$13.6K	0.06%	60
2024 Q3	$366K	Sell	1,268 -34	-3%	-$9.32K	0.06%	57
2024 Q2	$332K	Buy	1,302 +47	+4%	+$12.1K	0.06%	54
2024 Q1	$325K	Buy	1,255 +35	+3%	+$8.61K	0.08%	52
2023 Q4	$276K	Hold	1,220	–	–	0.07%	52
2023 Q3	$254K	Hold	1,220	–	–	0.07%	59
2023 Q2	$235K	Sell	1,220 -194	-14%	-$38K	0.06%	60
2023 Q1	$275K	Hold	1,414	–	–	0.07%	70
2022 Q4	$312K	Hold	1,414	–	–	0.08%	70
2022 Q3	$257K	Hold	1,414	–	–	0.07%	71
2022 Q2	$278K	Hold	1,414	–	–	0.08%	74
2022 Q1	$302K	Buy	1,414 +194	+16%	+$39.4K	0.09%	75
2021 Q4	$236K	Hold	1,220	–	–	0.07%	85
2021 Q3	$212K	Buy	+1,220	New	+$214K	0.07%	80
2021 Q1	–	Sell	-1,613	Closed	-$248K	–	66
2020 Q4	$248K	Hold	1,613	–	–	0.14%	59
2020 Q3	$187K	Hold	1,613	–	–	0.11%	65
2020 Q2	$204K	Buy	+1,613	New	+$187K	0.14%	55
2020 Q1	–	Sell	-1,826	Closed	-$284K	–	53
2019 Q4	$284K	Buy	+1,826	New	+$279K	0.19%	51

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Pacific Capital Wealth Advisors's CB Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Chubb (CB) position steady in Q2 2026 at 1,212 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #60.

Pacific Capital Wealth Advisors first reported a position in CB in Q4 2019 and has held it in 24 quarters since. 421 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Pacific Capital Wealth Advisors held 1,212 shares of Chubb worth $413K as of Q2 2026.
Pacific Capital Wealth Advisors left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.06% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Pacific Capital Wealth Advisors first reported a position in Chubb in Q4 2019 and has held it in 24 quarters since.
421 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.