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Smallwood Wealth Investment Management’s Chubb CB Stock Holding History

Smallwood Wealth Investment 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 		$51.1K Hold
150
– – 0.02% 189
2026
Q1 		$48.9K Hold
150
– – 0.03% 183
2025
Q4 		$46.8K Hold
150
– – 0.02% 179
2025
Q3 		$42.3K Sell
150
-3
-2% -$826 0.02% 194
2025
Q2 		$44.3K Buy
153
+3
+2% +$863 0.03% 180
2025
Q1 		$45.3K Buy
+150
New +$41.7K 0.03% 170

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's CB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Chubb (CB) position steady in Q2 2026 at 150 shares worth $51.1K. The position accounts for 0.02% of the portfolio, ranked #189.

Smallwood Wealth Investment Management first reported a position in CB in Q1 2025 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Smallwood Wealth Investment Management held 150 shares of Chubb worth $51.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #189 holding.
  • Smallwood Wealth Investment Management first reported a position in Chubb in Q1 2025 and has held it in 6 quarters since.
  • 916 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.