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Spire Wealth Management’s Chubb CB Stock Holding History

Spire 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 		$2.88M Buy
8,439
+267
+3% +$87.1K 0.09% 209
2026
Q1 		$2.66M Sell
8,172
-443
-5% -$142K 0.09% 203
2025
Q4 		$2.69M Buy
8,615
+7,156
+490% +$2.09M 0.09% 201
2025
Q3 		$412K Sell
1,459
-156
-10% -$42.9K 0.01% 582
2025
Q2 		$468K Sell
1,615
-588
-27% -$169K 0.02% 526
2025
Q1 		$665K Sell
2,203
-6,044
-73% -$1.68M 0.02% 496
2024
Q4 		$2.28M Buy
8,247
+5,958
+260% +$1.69M 0.07% 230
2024
Q3 		$660K Sell
2,289
-551
-19% -$151K 0.02% 460
2024
Q2 		$725K Buy
2,840
+304
+12% +$78.1K 0.03% 413
2024
Q1 		$657K Buy
2,536
+29
+1% +$7.13K 0.01% 454
2023
Q4 		$595K Sell
2,507
-90
-3% -$19.7K 0.02% 477
2023
Q3 		$541K Sell
2,597
-406
-14% -$82.1K 0.02% 463
2023
Q2 		$578K Buy
3,003
+767
+34% +$150K 0.02% 459
2023
Q1 		$434K Buy
2,236
+481
+27% +$101K 0.02% 526
2022
Q4 		$387K Buy
1,755
+306
+21% +$63.7K 0.02% 409
2022
Q3 		$263K Sell
1,449
-575
-28% -$109K 0.02% 463
2022
Q2 		$398K Sell
2,024
-594
-23% -$122K 0.02% 543
2022
Q1 		$560K Sell
2,618
-6,318
-71% -$1.28M 0.02% 537
2021
Q4 		$1.73M Buy
8,936
+6,056
+210% +$1.14M 0.04% 336
2021
Q3 		$500K Buy
2,880
+733
+34% +$128K 0.01% 586
2021
Q2 		$341K Sell
2,147
-4,990
-70% -$827K 0.01% 729
2021
Q1 		$1.14M Buy
+7,137
New +$1.15M 0.03% 402

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

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

Spire Wealth Management increased its Chubb (CB) stake by 3.3% in Q2 2026, buying an estimated $87.1K and bringing the position to 8,439 shares worth $2.88M. The position accounts for 0.09% of the portfolio, ranked #209.

Spire Wealth Management first reported a position in CB in Q1 2021 and has held it in 22 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Spire Wealth Management held 8,439 shares of Chubb worth $2.88M as of Q2 2026.
  • Spire Wealth Management bought 267 Chubb shares in Q2 2026, an estimated $87.1K.
  • Chubb made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Spire Wealth Management first reported a position in Chubb in Q1 2021 and has held it in 22 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.