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Physician Wealth Advisors’s Chubb CB Stock Holding History

Physician 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 		$145K Buy
425
+11
+3% +$3.59K 0.02% 262
2026
Q1 		$135K Buy
414
+40
+11% +$12.8K 0.02% 237
2025
Q4 		$117K Buy
374
+66
+21% +$19.3K 0.02% 256
2025
Q3 		$86.9K Buy
308
+2
+0.7% +$550 0.01% 291
2025
Q2 		$88.7K Buy
306
+10
+3% +$2.88K 0.01% 277
2025
Q1 		$89.4K Hold
296
– – 0.02% 270
2024
Q4 		$81.8K Buy
+296
New +$84.1K 0.01% 280

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Physician Wealth Advisors increased its Chubb (CB) stake by 2.7% in Q2 2026, buying an estimated $3.59K and bringing the position to 425 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #262.

Physician Wealth Advisors first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 1,025 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Physician Wealth Advisors held 425 shares of Chubb worth $145K as of Q2 2026.
  • Physician Wealth Advisors bought 11 Chubb shares in Q2 2026, an estimated $3.59K.
  • Chubb made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Physician Wealth Advisors first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 1,025 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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