Pacifica Partners’s Chubb CB Stock Holding History

Pacifica 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	$321K	Hold	890	–	–	0.1%	92
2026 Q1	$290K	Hold	890	–	–	0.1%	95
2025 Q4	$276K	Hold	890	–	–	0.12%	85
2025 Q3	$250K	Hold	890	–	–	0.09%	103
2025 Q2	$254K	Buy	890 +40	+5%	+$11.5K	0.1%	94
2025 Q1	$257K	Hold	850	–	–	0.12%	88
2024 Q4	$232K	Buy	850 +70	+9%	+$19.9K	0.1%	95
2024 Q3	$225K	Hold	780	–	–	0.09%	101
2024 Q2	$198K	Hold	780	–	–	0.09%	103
2024 Q1	$199K	Hold	780	–	–	0.09%	104
2023 Q4	$177K	Hold	780	–	–	0.09%	108
2023 Q3	$164K	Hold	780	–	–	0.09%	105
2023 Q2	$149K	Hold	780	–	–	0.08%	104
2023 Q1	$153K	Buy	780 +190	+32%	+$39.9K	0.09%	105
2022 Q4	$130K	Hold	590	–	–	0.09%	107
2022 Q3	$108K	Hold	590	–	–	0.08%	118
2022 Q2	$117K	Hold	590	–	–	0.08%	120
2022 Q1	$120K	Hold	590	–	–	0.08%	118
2021 Q4	$119K	Hold	590	–	–	0.08%	119
2021 Q3	$104K	Hold	590	–	–	0.08%	114
2021 Q2	$94K	Hold	590	–	–	0.07%	112
2021 Q1	$94K	Hold	590	–	–	0.08%	105
2020 Q4	$89K	Hold	590	–	–	0.09%	98
2020 Q3	$69K	Buy	590 +90	+18%	+$11.3K	0.08%	100
2020 Q2	$63K	Hold	500	–	–	0.07%	111
2020 Q1	$56K	Hold	500	–	–	0.07%	112
2019 Q4	$78K	Buy	+500	New	+$76.5K	0.08%	117

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

Pacifica Partners's CB Position: Q2 2026 in Review

Pacifica Partners held its Chubb (CB) position steady in Q2 2026 at 890 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #92.

Pacifica Partners first reported a position in CB in Q4 2019 and has held it in 27 quarters since. 436 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Pacifica Partners held 890 shares of Chubb worth $321K as of Q2 2026.
Pacifica Partners left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.1% of Pacifica Partners's portfolio in Q2 2026, its #92 holding.
Pacifica Partners first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
436 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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