Steward Partners Investment Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.1M | Buy |
129,303
+24,434
| +23% | +$7.84M | 0.21% | 83 |
|
|
2025
Q4 | $32.7M | Sell |
104,869
-11,188
| -10% | -$3.27M | 0.18% | 109 |
|
|
2025
Q3 | $32.8M | Sell |
116,057
-30,655
| -21% | -$8.44M | 0.19% | 100 |
|
|
2025
Q2 | $42.5M | Buy |
146,712
+9,983
| +7% | +$2.87M | 0.33% | 56 |
|
|
2025
Q1 | $41.3M | Buy |
136,729
+7,439
| +6% | +$2.07M | 0.37% | 49 |
|
|
2024
Q4 | $35.7M | Buy |
129,290
+6,076
| +5% | +$1.73M | 0.32% | 66 |
|
|
2024
Q3 | $35.5M | Buy |
123,214
+5,181
| +4% | +$1.42M | 0.33% | 59 |
|
|
2024
Q2 | $30.1M | Buy |
118,033
+3,482
| +3% | +$894K | 0.32% | 59 |
|
|
2024
Q1 | $29.7M | Buy |
114,551
+29,995
| +35% | +$7.37M | 0.33% | 66 |
|
|
2023
Q4 | $19.1M | Buy |
84,556
+4,479
| +6% | +$980K | 0.26% | 79 |
|
|
2023
Q3 | $16.7M | Buy |
80,077
+1,623
| +2% | +$328K | 0.26% | 83 |
|
|
2023
Q2 | $15.1M | Buy |
78,454
+16,699
| +27% | +$3.27M | 0.23% | 95 |
|
|
2023
Q1 | $12M | Sell |
61,755
-13,704
| -18% | -$2.88M | 0.19% | 120 |
|
|
2022
Q4 | $16.6M | Sell |
75,459
-2,764
| -4% | -$575K | 0.28% | 86 |
|
|
2022
Q3 | $14.2M | Buy |
78,223
+402
| +0.5% | +$76.3K | 0.27% | 85 |
|
|
2022
Q2 | $15.3M | Buy |
77,821
+538
| +0.7% | +$111K | 0.28% | 84 |
|
|
2022
Q1 | $16.5M | Buy |
77,283
+26,145
| +51% | +$5.31M | 0.26% | 87 |
|
|
2021
Q4 | $9.89M | Buy |
51,138
+4,496
| +10% | +$845K | 0.15% | 151 |
|
|
2021
Q3 | $8.09M | Buy |
46,642
+7,054
| +18% | +$1.24M | 0.14% | 170 |
|
|
2021
Q2 | $6.29M | Sell |
39,588
-4,351
| -10% | -$721K | 0.11% | 202 |
|
|
2021
Q1 | $6.94M | Buy |
43,939
+3,133
| +8% | +$505K | 0.12% | 179 |
|
|
2020
Q4 | $6.28M | Sell |
40,806
-2,673
| -6% | -$375K | 0.14% | 163 |
|
|
2020
Q3 | $5.05M | Buy |
43,479
+2,980
| +7% | +$374K | 0.13% | 178 |
|
|
2020
Q2 | $5.13M | Buy |
40,499
+3,900
| +11% | +$452K | 0.15% | 167 |
|
|
2020
Q1 | $4.09M | Buy |
36,599
+1,142
| +3% | +$164K | 0.15% | 161 |
|
|
2019
Q4 | $5.52M | Sell |
35,457
-5,504
| -13% | -$842K | 0.16% | 139 |
|
|
2019
Q3 | $6.61M | Buy |
40,961
+2,122
| +5% | +$328K | 0.22% | 108 |
|
|
2019
Q2 | $5.72M | Buy |
38,839
+3,283
| +9% | +$474K | 0.21% | 115 |
|
|
2019
Q1 | $4.98M | Buy |
35,556
+2,656
| +8% | +$353K | 0.21% | 115 |
|
|
2018
Q4 | $4.25M | Buy |
32,900
+5,107
| +18% | +$660K | 0.21% | 119 |
|
|
2018
Q3 | $3.71M | Buy |
27,793
+5,427
| +24% | +$734K | 0.18% | 132 |
|
|
2018
Q2 | $2.84M | Buy |
22,366
+3,147
| +16% | +$418K | 0.17% | 141 |
|
|
2018
Q1 | $2.63M | Buy |
+19,219
| New | +$2.78M | 0.18% | 131 |
|
Other funds holding CB
VCM
VPM
Steward Partners Investment Advisory's CB Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Chubb (CB) stake by 23% in Q1 2026, buying an estimated $7.84M and bringing the position to 129,303 shares worth $42.1M. The position accounts for 0.21% of the portfolio, ranked #83.
Steward Partners Investment Advisory first reported a position in CB in Q1 2018 and has held it in 33 quarters since. The position peaked at $42.5M in Q2 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- Steward Partners Investment Advisory held 129,303 shares of Chubb worth $42.1M as of Q1 2026.
- Steward Partners Investment Advisory bought 24,434 Chubb shares in Q1 2026, an estimated $7.84M.
- Chubb made up 0.21% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #83 holding.
- Steward Partners Investment Advisory first reported a position in Chubb in Q1 2018 and has held it in 33 quarters since.
- Steward Partners Investment Advisory's Chubb position peaked at $42.5M in Q2 2025.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.