QFW
CB icon

QTR Family Wealth’s Chubb CB Stock Holding History

QTR Family Wealth’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 		$1.09M Buy
3,190
+259
+9% +$84.5K 0.38% 57
2026
Q1 		$955K Sell
2,931
-5
-0.2% -$1.6K 0.4% 52
2025
Q4 		$958K Buy
2,936
+1,322
+82% +$387K 0.42% 48
2025
Q3 		$456K Buy
1,614
+743
+85% +$204K 0.22% 97
2025
Q2 		$252K Buy
+871
New +$251K 0.16% 140

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

QTR Family Wealth's CB Position: Q2 2026 in Review

QTR Family Wealth increased its Chubb (CB) stake by 8.8% in Q2 2026, buying an estimated $84.5K and bringing the position to 3,190 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #57.

QTR Family Wealth first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • QTR Family Wealth held 3,190 shares of Chubb worth $1.09M as of Q2 2026.
  • QTR Family Wealth bought 259 Chubb shares in Q2 2026, an estimated $84.5K.
  • Chubb made up 0.38% of QTR Family Wealth's portfolio in Q2 2026, its #57 holding.
  • QTR Family Wealth first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.