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Sowell Financial Services’s Chubb CB Stock Holding History

Sowell Financial Services’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 		$2.47M Buy
7,236
+129
+2% +$42.1K 0.08% 266
2026
Q1 		$2.32M Buy
7,107
+5,404
+317% +$1.73M 0.09% 253
2025
Q4 		$532K Buy
1,703
+319
+23% +$93.3K 0.02% 625
2025
Q3 		$391K Sell
1,384
-304
-18% -$83.7K 0.02% 720
2025
Q2 		$489K Sell
1,688
-499
-23% -$144K 0.02% 615
2025
Q1 		$660K Buy
+2,187
New +$608K 0.03% 518
2021
Q2 		– Sell
-2,444
Closed -$423K – 865
2021
Q1 		$423K Sell
2,444
-1,352
-36% -$218K 0.01% 716
2020
Q4 		$584K Sell
3,796
-5
-0.1% -$701 0.02% 479
2020
Q3 		$441K Sell
3,801
-151
-4% -$19K 0.02% 499
2020
Q2 		$500K Sell
3,952
-501
-11% -$58.1K 0.03% 453
2020
Q1 		$497K Buy
4,453
+778
+21% +$112K 0.04% 400
2019
Q4 		$572K Buy
3,675
+1,725
+88% +$264K 0.04% 413
2019
Q3 		$315K Buy
+1,950
New +$302K 0.03% 522

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

Sowell Financial Services's CB Position: Q2 2026 in Review

Sowell Financial Services increased its Chubb (CB) stake by 1.8% in Q2 2026, buying an estimated $42.1K and bringing the position to 7,236 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #266.

Sowell Financial Services first reported a position in CB in Q3 2019 and has held it in 13 quarters since. 474 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sowell Financial Services held 7,236 shares of Chubb worth $2.47M as of Q2 2026.
  • Sowell Financial Services bought 129 Chubb shares in Q2 2026, an estimated $42.1K.
  • Chubb made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #266 holding.
  • Sowell Financial Services first reported a position in Chubb in Q3 2019 and has held it in 13 quarters since.
  • 474 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.