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Portside Wealth Group’s Chubb CB Stock Holding History

Portside Wealth Group’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 		$421K Sell
1,236
-10
-0.8% -$3.26K 0.05% 335
2026
Q1 		$406K Buy
1,246
+50
+4% +$16K 0.06% 299
2025
Q4 		$373K Buy
1,196
+77
+7% +$22.5K 0.05% 315
2025
Q3 		$316K Sell
1,119
-176
-14% -$48.4K 0.04% 365
2025
Q2 		$375K Buy
1,295
+149
+13% +$42.9K 0.06% 293
2025
Q1 		$346K Buy
1,146
+182
+19% +$50.6K 0.06% 292
2024
Q4 		$266K Buy
+964
New +$274K 0.04% 347

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

Portside Wealth Group's CB Position: Q2 2026 in Review

Portside Wealth Group reduced its Chubb (CB) stake by 0.8% in Q2 2026, selling an estimated $3.26K and leaving 1,236 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #335.

Portside Wealth Group first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Portside Wealth Group held 1,236 shares of Chubb worth $421K as of Q2 2026.
  • Portside Wealth Group sold 10 Chubb shares in Q2 2026, an estimated $3.26K.
  • Chubb made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #335 holding.
  • Portside Wealth Group first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.