Shikiar Asset Management’s Chubb CB Stock Holding History

Shikiar 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	$1.42M	Sell	4,174 -1,526	-27%	-$498K	0.36%	51
2026 Q1	$1.86M	Sell	5,700 -1,735	-23%	-$557K	0.54%	43
2025 Q4	$2.32M	Sell	7,435 -4,205	-36%	-$1.23M	0.58%	39
2025 Q3	$3.29M	Sell	11,640 -10,751	-48%	-$2.96M	0.83%	35
2025 Q2	$6.49M	Sell	22,391 -1,050	-4%	-$302K	1.8%	26
2025 Q1	$7.08M	Sell	23,441 -10,090	-30%	-$2.8M	2.11%	18
2024 Q4	$9.27M	Sell	33,531 -3,345	-9%	-$950K	2.45%	11
2024 Q3	$10.6M	Sell	36,876 -4,195	-10%	-$1.15M	2.8%	11
2024 Q2	$10.5M	Sell	41,071 -2,620	-6%	-$673K	2.8%	10
2024 Q1	$11.3M	Buy	43,691 +3,535	+9%	+$869K	3.3%	9
2023 Q4	$9.07M	Buy	40,156 +2,320	+6%	+$507K	2.81%	11
2023 Q3	$7.88M	Buy	37,836 +17,462	+86%	+$3.53M	2.74%	13
2023 Q2	$3.92M	Buy	+20,374	New	+$3.99M	1.27%	23

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

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

Shikiar Asset Management reduced its Chubb (CB) stake by 27% in Q2 2026, selling an estimated $498K and leaving 4,174 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #51.

Shikiar Asset Management first reported a position in CB in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.3M in Q1 2024. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Shikiar Asset Management held 4,174 shares of Chubb worth $1.42M as of Q2 2026.
Shikiar Asset Management sold 1,526 Chubb shares in Q2 2026, an estimated $498K.
Chubb made up 0.36% of Shikiar Asset Management's portfolio in Q2 2026, its #51 holding.
Shikiar Asset Management first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
Shikiar Asset Management's Chubb position peaked at $11.3M in Q1 2024.
475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.