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Rinkey Investments’s Chubb CB Stock Holding History

Rinkey Investments’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 		$336K Buy
987
+166
+20% +$54.1K 0.08% 97
2026
Q1 		$268K Sell
821
-50
-6% -$16K 0.07% 107
2025
Q4 		$272K Buy
+871
New +$255K 0.07% 107

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

Rinkey Investments's CB Position: Q2 2026 in Review

Rinkey Investments increased its Chubb (CB) stake by 20% in Q2 2026, buying an estimated $54.1K and bringing the position to 987 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #97.

Rinkey Investments first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Rinkey Investments held 987 shares of Chubb worth $336K as of Q2 2026.
  • Rinkey Investments bought 166 Chubb shares in Q2 2026, an estimated $54.1K.
  • Chubb made up 0.08% of Rinkey Investments's portfolio in Q2 2026, its #97 holding.
  • Rinkey Investments first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.