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Sax Wealth Advisors’s Chubb CB Stock Holding History

Sax Wealth Advisors’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 		$729K Buy
2,238
+1,239
+124% +$404K 0.03% 272
2026
Q1 		$312K Sell
999
-18
-2% -$5.78K 0.02% 374
2025
Q4 		$317K Sell
1,017
-148
-13% -$43.3K 0.01% 381
2025
Q3 		$329K Sell
1,165
-14
-1% -$3.85K 0.02% 335
2025
Q2 		$342K Buy
1,179
+505
+75% +$145K 0.02% 317
2025
Q1 		$204K Buy
+674
New +$187K 0.01% 350

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Sax Wealth Advisors's CB Position: Q2 2026 in Review

Sax Wealth Advisors increased its Chubb (CB) stake by 124% in Q2 2026, buying an estimated $404K and bringing the position to 2,238 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #272.

Sax Wealth Advisors first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sax Wealth Advisors held 2,238 shares of Chubb worth $729K as of Q2 2026.
  • Sax Wealth Advisors bought 1,239 Chubb shares in Q2 2026, an estimated $404K.
  • Chubb made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Sax Wealth Advisors first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 420 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.