SRA
CB icon

Secured Retirement Advisors’s Chubb CB Stock Holding History

Secured Retirement 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 		$1.71M Buy
+5,033
New +$1.64M 0.88% 37

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

Secured Retirement Advisors's CB Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Chubb (CB) in Q2 2026: 5,033 shares worth $1.71M. The stake represents 0.88% of the portfolio and ranks #37 among its holdings.

466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Secured Retirement Advisors held 5,033 shares of Chubb worth $1.71M as of Q2 2026.
  • Chubb was a new Secured Retirement Advisors position in Q2 2026.
  • Chubb made up 0.88% of Secured Retirement Advisors's portfolio in Q2 2026, its #37 holding.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.