Q
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QVR’s Chubb CB Stock Holding History

QVR’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 		– Sell
-300
Closed -$97.8K – 35
2026
Q1 		$97.8K Hold
300
– – ﹤0.01% 145
2025
Q4 		$93.6K Buy
+300
New +$87.7K ﹤0.01% 111
2022
Q4 		– Sell
-4,000
Closed -$728K – 227
2022
Q3 		$728K Sell
4,000
-4,200
-51% -$798K 0.06% 212
2022
Q2 		$1.61M Sell
8,200
-6,500
-44% -$1.34M 0.12% 116
2022
Q1 		$3.14M Buy
+14,700
New +$2.99M 0.12% 166
2021
Q4 		– Sell
-7,700
Closed -$1.34M – 73
2021
Q3 		$1.34M Buy
7,700
+5,800
+305% +$1.02M 0.09% 178
2021
Q2 		$302K Sell
1,900
-1,400
-42% -$232K 0.03% 216
2021
Q1 		$521K Buy
+3,300
New +$532K 0.05% 42

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

QVR's CB Position: Q2 2026 in Review

QVR sold out of Chubb (CB) in Q2 2026, closing a stake of 76 shares — an estimated $24.8K sold.

QVR first reported a position in CB in Q1 2021 and held it in 6 quarters. The position peaked at $589K in Q4 2025. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • QVR reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • QVR sold 76 Chubb shares in Q2 2026, an estimated $24.8K.
  • QVR first reported a position in Chubb in Q1 2021 and held it in 6 quarters.
  • QVR's Chubb position peaked at $589K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on QVR's 13F filing for Q2 2026.