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SeaCrest Wealth Management’s Chubb CB Stock Holding History

SeaCrest Wealth Management’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 		$342K Sell
1,003
-1,189
-54% -$388K 0.04% 384
2026
Q1 		$714K Sell
2,192
-192
-8% -$61.6K 0.08% 238
2025
Q4 		$731K Sell
2,384
-305
-11% -$89.2K 0.07% 243
2025
Q3 		$772K Sell
2,689
-43
-2% -$11.8K 0.08% 226
2025
Q2 		$792K Buy
2,732
+53
+2% +$15.3K 0.09% 217
2025
Q1 		$809K Sell
2,679
-105
-4% -$29.2K 0.09% 216
2024
Q4 		$769K Sell
2,784
-4
-0.1% -$1.14K 0.08% 233
2024
Q3 		$804K Buy
2,788
+208
+8% +$57K 0.09% 229
2024
Q2 		$658K Buy
2,580
+30
+1% +$7.7K 0.07% 260
2024
Q1 		$661K Sell
2,550
-121
-5% -$29.8K 0.08% 260
2023
Q4 		$608K Buy
2,671
+116
+5% +$25.4K 0.08% 269
2023
Q3 		$532K Sell
2,555
-19
-0.7% -$3.84K 0.07% 285
2023
Q2 		$496K Sell
2,574
-59
-2% -$11.6K 0.06% 322
2023
Q1 		$511K Buy
2,633
+47
+2% +$9.88K 0.07% 317
2022
Q4 		$570K Sell
2,586
-3
-0.1% -$624 0.08% 286
2022
Q3 		$471K Buy
2,589
+355
+16% +$67.4K 0.07% 311
2022
Q2 		$439K Buy
2,234
+17
+0.8% +$3.5K 0.06% 359
2022
Q1 		$474K Buy
2,217
+210
+10% +$42.7K 0.05% 371
2021
Q4 		$388K Buy
2,007
+23
+1% +$4.32K 0.04% 431
2021
Q3 		$344K Buy
1,984
+90
+5% +$15.8K 0.04% 457
2021
Q2 		$301K Buy
1,894
+75
+4% +$12.4K 0.04% 496
2021
Q1 		$287K Sell
1,819
-705
-28% -$114K 0.04% 494
2020
Q4 		$388K Buy
2,524
+52
+2% +$7.29K 0.05% 355
2020
Q3 		$287K Buy
2,472
+134
+6% +$16.8K 0.05% 408
2020
Q2 		$296K Sell
2,338
-226
-9% -$26.2K 0.05% 386
2020
Q1 		$286K Sell
2,564
-95
-4% -$13.6K 0.06% 333
2019
Q4 		$414K Buy
2,659
+167
+7% +$25.6K 0.07% 322
2019
Q3 		$402K Sell
2,492
-213
-8% -$33K 0.08% 319
2019
Q2 		$398K Sell
2,705
-194
-7% -$28K 0.08% 300
2019
Q1 		$406K Sell
2,899
-2,471
-46% -$329K 0.07% 284
2018
Q4 		$694K Sell
5,370
-291
-5% -$37.6K 0.14% 155
2018
Q3 		$757K Buy
5,661
+351
+7% +$47.5K 0.13% 163
2018
Q2 		$674K Buy
5,310
+74
+1% +$9.83K 0.12% 177
2018
Q1 		$716K Sell
5,236
-5
-0.1% -$724 0.13% 156
2017
Q4 		$766K Buy
+5,241
New +$783K 0.14% 141

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

SeaCrest Wealth Management's CB Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Chubb (CB) stake by 54% in Q2 2026, selling an estimated $388K and leaving 1,003 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #384.

SeaCrest Wealth Management first reported a position in CB in Q4 2017 and has held it in 35 quarters since. The position peaked at $809K in Q1 2025. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • SeaCrest Wealth Management held 1,003 shares of Chubb worth $342K as of Q2 2026.
  • SeaCrest Wealth Management sold 1,189 Chubb shares in Q2 2026, an estimated $388K.
  • Chubb made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #384 holding.
  • SeaCrest Wealth Management first reported a position in Chubb in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Chubb position peaked at $809K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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