SWM
CB icon

Segment Wealth Management’s Chubb CB Stock Holding History

Segment 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 		$965K Hold
2,832
– – 0.05% 178
2026
Q1 		$923K Hold
2,832
– – 0.05% 175
2025
Q4 		$884K Hold
2,832
– – 0.05% 178
2025
Q3 		$799K Hold
2,832
– – 0.05% 181
2025
Q2 		$820K Buy
2,832
+85
+3% +$24.5K 0.05% 176
2025
Q1 		$830K Buy
2,747
+1,804
+191% +$501K 0.06% 168
2024
Q4 		$261K Hold
943
– – 0.02% 235
2024
Q3 		$272K Hold
943
– – 0.02% 232
2024
Q2 		$241K Hold
943
– – 0.02% 233
2024
Q1 		$244K Buy
+943
New +$232K 0.02% 228
2020
Q1 		– Sell
-1,627
Closed -$253K – 192
2019
Q4 		$253K Buy
+1,627
New +$249K 0.04% 208

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

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

Segment Wealth Management held its Chubb (CB) position steady in Q2 2026 at 2,832 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #178.

Segment Wealth Management first reported a position in CB in Q4 2019 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Segment Wealth Management held 2,832 shares of Chubb worth $965K as of Q2 2026.
  • Segment Wealth Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Segment Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.