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Premier Path Wealth Partners’s Chubb CB Stock Holding History

Premier Path Wealth 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 		$1.03M Sell
3,024
-16
-0.5% -$5.22K 0.12% 165
2026
Q1 		$991K Buy
3,040
+104
+4% +$33.4K 0.13% 161
2025
Q4 		$916K Sell
2,936
-96
-3% -$28.1K 0.12% 167
2025
Q3 		$856K Sell
3,032
-383
-11% -$105K 0.11% 193
2025
Q2 		$989K Buy
3,415
+227
+7% +$65.3K 0.14% 172
2025
Q1 		$963K Sell
3,188
-23
-0.7% -$6.39K 0.15% 163
2024
Q4 		$887K Buy
3,211
+16
+0.5% +$4.54K 0.14% 170
2024
Q3 		$921K Hold
3,195
– – 0.15% 161
2024
Q2 		$815K Buy
3,195
+500
+19% +$128K 0.14% 164
2024
Q1 		$698K Sell
2,695
-90
-3% -$22.1K 0.13% 164
2023
Q4 		$623K Buy
+2,785
New +$609K 0.14% 164

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

Premier Path Wealth Partners's CB Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Chubb (CB) stake by 0.53% in Q2 2026, selling an estimated $5.22K and leaving 3,024 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #165.

Premier Path Wealth Partners first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 519 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Premier Path Wealth Partners held 3,024 shares of Chubb worth $1.03M as of Q2 2026.
  • Premier Path Wealth Partners sold 16 Chubb shares in Q2 2026, an estimated $5.22K.
  • Chubb made up 0.12% of Premier Path Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Premier Path Wealth Partners first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 519 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.