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PFG Advisors’s Chubb CB Stock Holding History

PFG 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 		$3.57M Buy
10,480
+1,087
+12% +$355K 0.18% 140
2026
Q1 		$3.06M Buy
9,393
+1,362
+17% +$437K 0.15% 169
2025
Q4 		$2.51M Sell
8,031
-1,017
-11% -$297K 0.12% 200
2025
Q3 		$2.55M Buy
9,048
+1,346
+17% +$370K 0.1% 226
2025
Q2 		$2.23M Buy
7,702
+1,742
+29% +$501K 0.1% 190
2025
Q1 		$1.8M Buy
5,960
+1,767
+42% +$491K 0.1% 230
2024
Q4 		$1.16M Buy
4,193
+840
+25% +$239K 0.07% 276
2024
Q3 		$967K Sell
3,353
-17
-0.5% -$4.66K 0.06% 310
2024
Q2 		$860K Buy
3,370
+1,658
+97% +$426K 0.06% 317
2024
Q1 		$444K Buy
1,712
+168
+11% +$41.3K 0.03% 424
2023
Q4 		$349K Buy
+1,544
New +$338K 0.03% 443

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

PFG Advisors's CB Position: Q2 2026 in Review

PFG Advisors increased its Chubb (CB) stake by 12% in Q2 2026, buying an estimated $355K and bringing the position to 10,480 shares worth $3.57M. The position accounts for 0.18% of the portfolio, ranked #140.

PFG Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 797 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • PFG Advisors held 10,480 shares of Chubb worth $3.57M as of Q2 2026.
  • PFG Advisors bought 1,087 Chubb shares in Q2 2026, an estimated $355K.
  • Chubb made up 0.18% of PFG Advisors's portfolio in Q2 2026, its #140 holding.
  • PFG Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 797 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.