QP Wealth Management’s Chubb CB Stock Holding History

QP Wealth Management’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	$400K	Sell	1,174 -453	-28%	-$148K	0.57%	53
2026 Q1	$530K	Sell	1,627 -198	-11%	-$63.5K	0.91%	35
2025 Q4	$570K	Buy	+1,825	New	+$534K	0.5%	47
2023 Q3	$330K	Hold	1,585	–	–	0.58%	46
2023 Q2	$305K	Hold	1,585	–	–	0.48%	48
2023 Q1	$308K	Hold	1,585	–	–	0.5%	47
2022 Q4	$350K	Hold	1,585	–	–	0.54%	48
2022 Q3	$291K	Hold	1,585	–	–	0.42%	46
2022 Q2	$312K	Hold	1,585	–	–	0.43%	50
2022 Q1	$339K	Hold	1,585	–	–	0.38%	50
2021 Q4	$306K	Hold	1,585	–	–	0.32%	57
2021 Q3	$275K	Sell	1,585 -18	-1%	-$3.15K	0.3%	58
2021 Q2	$255K	Hold	1,603	–	–	0.26%	62
2021 Q1	$253K	Hold	1,603	–	–	0.28%	54
2020 Q4	$247K	Buy	+1,603	New	+$225K	0.27%	55
2020 Q3	–	Sell	-1,603	Closed	-$203K	–	65
2020 Q2	$203K	Buy	+1,603	New	+$186K	0.28%	54
2020 Q1	–	Sell	-1,643	Closed	-$253K	–	66
2019 Q4	$253K	Buy	+1,643	New	+$251K	0.31%	72

Other funds holding CB

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QP Wealth Management's CB Position: Q2 2026 in Review

QP Wealth Management reduced its Chubb (CB) stake by 28% in Q2 2026, selling an estimated $148K and leaving 1,174 shares worth $400K. The position accounts for 0.57% of the portfolio, ranked #53.

QP Wealth Management first reported a position in CB in Q4 2019 and has held it in 17 quarters since. The position peaked at $570K in Q4 2025. 375 funds tracked by Wall St. Rank hold CB as of Q2 2026.

QP Wealth Management held 1,174 shares of Chubb worth $400K as of Q2 2026.
QP Wealth Management sold 453 Chubb shares in Q2 2026, an estimated $148K.
Chubb made up 0.57% of QP Wealth Management's portfolio in Q2 2026, its #53 holding.
QP Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 17 quarters since.
QP Wealth Management's Chubb position peaked at $570K in Q4 2025.
375 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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