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Revolve Wealth Partners’s Chubb CB Stock Holding History

Revolve 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 		$733K Buy
2,151
+1,295
+151% +$422K 0.08% 146
2026
Q1 		$279K Buy
856
+3
+0.4% +$963 0.04% 186
2025
Q4 		$266K Buy
853
+49
+6% +$14.3K 0.03% 193
2025
Q3 		$227K Sell
804
-7
-0.9% -$1.93K 0.03% 205
2025
Q2 		$235K Buy
811
+22
+3% +$6.33K 0.03% 203
2025
Q1 		$238K Buy
789
+46
+6% +$12.8K 0.03% 191
2024
Q4 		$205K Buy
+743
New +$211K 0.03% 210

Other funds holding CB

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
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return