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Secure Asset Management’s Chubb CB Stock Holding History

Secure Asset 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 		$201K Buy
+590
New +$192K 0.03% 316
2026
Q1 		– Sell
-646
Closed -$202K – 341
2025
Q4 		$202K Buy
+646
New +$189K 0.03% 330

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

Secure Asset Management's CB Position: Q2 2026 in Review

Secure Asset Management opened a new position in Chubb (CB) in Q2 2026: 590 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in CB as recently as Q4 2025.

Secure Asset Management first reported a position in CB in Q4 2025 and has held it in 2 quarters since. The position peaked at $202K in Q4 2025. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Secure Asset Management held 590 shares of Chubb worth $201K as of Q2 2026.
  • Chubb was a new Secure Asset Management position in Q2 2026.
  • Chubb made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #316 holding.
  • Secure Asset Management first reported a position in Chubb in Q4 2025 and has held it in 2 quarters since.
  • Secure Asset Management's Chubb position peaked at $202K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.