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SOA Wealth Advisors’s Chubb CB Stock Holding History

SOA Wealth 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 		$38.2K Hold
112
– – 0.01% 430
2026
Q1 		$36.5K Hold
112
– – 0.01% 416
2025
Q4 		$35K Hold
112
– – 0.01% 421
2025
Q3 		$31.6K Hold
112
– – 0.01% 443
2025
Q2 		$32.4K Sell
112
-21
-16% -$6.04K 0.01% 429
2025
Q1 		$40.2K Hold
133
– – 0.01% 373
2024
Q4 		$36.7K Hold
133
– – 0.01% 371
2024
Q3 		$38.4K Hold
133
– – 0.01% 364
2024
Q2 		$33.9K Sell
133
-1
-0.7% -$257 0.01% 363
2024
Q1 		$34.7K Hold
134
– – 0.01% 355
2023
Q4 		$30.3K Sell
134
-60
-31% -$13.1K 0.01% 359
2023
Q3 		$40.4K Sell
194
-60
-24% -$12.1K 0.01% 315
2023
Q2 		$48.9K Hold
254
– – 0.01% 294
2023
Q1 		$49.3K Hold
254
– – 0.01% 286
2022
Q4 		$56K Hold
254
– – 0.02% 269
2022
Q3 		$46K Hold
254
– – 0.01% 275
2022
Q2 		$49K Sell
254
-13
-5% -$2.68K 0.01% 268
2022
Q1 		$57K Hold
267
– – 0.01% 290
2021
Q4 		$51K Hold
267
– – 0.01% 295
2021
Q3 		$46K Sell
267
-100
-27% -$17.5K 0.01% 318
2021
Q2 		$58K Buy
367
+70
+24% +$11.6K 0.01% 291
2021
Q1 		$46K Sell
297
-301
-50% -$48.5K 0.01% 282
2020
Q4 		$98K Buy
+598
New +$83.8K 0.03% 192

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

SOA Wealth Advisors's CB Position: Q2 2026 in Review

SOA Wealth Advisors held its Chubb (CB) position steady in Q2 2026 at 112 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #430.

SOA Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 23 quarters since. The position peaked at $98K in Q4 2020. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • SOA Wealth Advisors held 112 shares of Chubb worth $38.2K as of Q2 2026.
  • SOA Wealth Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #430 holding.
  • SOA Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Chubb position peaked at $98K in Q4 2020.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.