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SteelPeak Wealth’s Chubb CB Stock Holding History

SteelPeak Wealth’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 		$398K Buy
1,167
+545
+88% +$178K 0.01% 470
2026
Q1 		$203K Sell
622
-229
-27% -$73.5K 0.01% 532
2025
Q4 		$267K Sell
851
-6
-0.7% -$1.75K 0.01% 457
2025
Q3 		$243K Buy
857
+105
+14% +$28.9K 0.01% 505
2025
Q2 		$219K Buy
752
+19
+3% +$5.47K 0.01% 483
2025
Q1 		$222K Buy
+733
New +$204K 0.01% 473
2022
Q2 		– Sell
-1,049
Closed -$224K – 416
2022
Q1 		$224K Buy
+1,049
New +$213K 0.01% 386

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

SteelPeak Wealth's CB Position: Q2 2026 in Review

SteelPeak Wealth increased its Chubb (CB) stake by 88% in Q2 2026, buying an estimated $178K and bringing the position to 1,167 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #470.

SteelPeak Wealth first reported a position in CB in Q1 2022 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • SteelPeak Wealth held 1,167 shares of Chubb worth $398K as of Q2 2026.
  • SteelPeak Wealth bought 545 Chubb shares in Q2 2026, an estimated $178K.
  • Chubb made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #470 holding.
  • SteelPeak Wealth first reported a position in Chubb in Q1 2022 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.