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Scharf Investments’s Chubb CB Stock Holding History

Scharf 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 		$81.9M Sell
240,324
-30,305
-11% -$9.88M 2.71% 16
2026
Q1 		$88.2M Sell
270,629
-43,007
-14% -$13.8M 2.72% 17
2025
Q4 		$97.9M Buy
313,636
+14,154
+5% +$4.14M 2.63% 19
2025
Q3 		$84.5M Buy
+299,482
New +$82.4M 2.13% 19

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
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Scharf Investments's CB Position: Q2 2026 in Review

Scharf Investments reduced its Chubb (CB) stake by 11% in Q2 2026, selling an estimated $9.88M and leaving 240,324 shares worth $81.9M. The position accounts for 2.71% of the portfolio, ranked #16.

Scharf Investments first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $97.9M in Q4 2025. 350 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Scharf Investments held 240,324 shares of Chubb worth $81.9M as of Q2 2026.
  • Scharf Investments sold 30,305 Chubb shares in Q2 2026, an estimated $9.88M.
  • Chubb made up 2.71% of Scharf Investments's portfolio in Q2 2026, its #16 holding.
  • Scharf Investments first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Scharf Investments's Chubb position peaked at $97.9M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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