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Procyon Advisors’s Chubb CB Stock Holding History

Procyon 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 		– Hold
0
– – – 367
2026
Q1 		– Hold
0
– – – 365
2025
Q4 		– Hold
0
– – – 357
2025
Q3 		– Hold
0
– – – 356
2025
Q2 		– Hold
0
– – – 321
2025
Q1 		– Hold
0
– – – 411
2024
Q4 		– Hold
0
– – – 386

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

Procyon Advisors's CB Position: Q2 2026 in Review

Procyon Advisors reduced its Chubb (CB) stake by 7.6% in Q2 2026, selling an estimated $116K and leaving 4,323 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #230.

Procyon Advisors first reported a position in CB in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.99M in Q1 2025. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Procyon Advisors held 4,323 shares of Chubb worth $1.47M as of Q2 2026.
  • Procyon Advisors sold 357 Chubb shares in Q2 2026, an estimated $116K.
  • Chubb made up 0.06% of Procyon Advisors's portfolio in Q2 2026, its #230 holding.
  • Procyon Advisors first reported a position in Chubb in Q4 2019 and has held it in 18 quarters since.
  • Procyon Advisors's Chubb position peaked at $1.99M in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.