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Stokes Capital Advisors’s Chubb CB Stock Holding History

Stokes Capital 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 		$8.34M Sell
24,485
-853
-3% -$278K 1.79% 23
2026
Q1 		$8.26M Sell
25,338
-2,614
-9% -$839K 1.85% 21
2025
Q4 		$8.72M Buy
27,952
+765
+3% +$224K 1.99% 17
2025
Q3 		$7.67M Buy
27,187
+413
+2% +$114K 1.79% 26
2025
Q2 		$7.76M Buy
26,774
+535
+2% +$154K 1.9% 20
2025
Q1 		$7.92M Buy
26,239
+446
+2% +$124K 2.01% 20
2024
Q4 		$7.13M Sell
25,793
-130
-0.5% -$36.9K 1.84% 24
2024
Q3 		$7.48M Sell
25,923
-283
-1% -$77.6K 1.92% 23
2024
Q2 		$6.68M Sell
26,206
-915
-3% -$235K 1.86% 24
2024
Q1 		$7.03M Sell
27,121
-1,171
-4% -$288K 2.04% 22
2023
Q4 		$6.39M Sell
28,292
-531
-2% -$116K 2.02% 24
2023
Q3 		$6M Sell
28,823
-46
-0.2% -$9.3K 2.09% 19
2023
Q2 		$5.56M Sell
28,869
-159
-0.5% -$31.1K 1.87% 27
2023
Q1 		$5.64M Sell
29,028
-543
-2% -$114K 1.91% 23
2022
Q4 		$6.52M Sell
29,571
-2,193
-7% -$456K 2.25% 12
2022
Q3 		$5.78M Buy
31,764
+220
+0.7% +$41.8K 2.15% 18
2022
Q2 		$6.2M Sell
31,544
-1,020
-3% -$210K 2.17% 13
2022
Q1 		$6.96M Buy
32,564
+438
+1% +$89K 2.03% 16
2021
Q4 		$6.21M Sell
32,126
-237
-0.7% -$44.5K 1.85% 26
2021
Q3 		$5.61M Buy
32,363
+643
+2% +$113K 1.81% 25
2021
Q2 		$5.04M Buy
31,720
+4,187
+15% +$694K 1.65% 29
2021
Q1 		$4.35M Buy
27,533
+485
+2% +$78.1K 1.78% 28
2020
Q4 		$4.16M Buy
27,048
+159
+0.6% +$22.3K 1.81% 27
2020
Q3 		$3.12M Buy
26,889
+1,531
+6% +$192K 1.5% 33
2020
Q2 		$3.21M Buy
25,358
+3,144
+14% +$364K 1.7% 30
2020
Q1 		$2.48M Buy
22,214
+120
+0.5% +$17.2K 1.49% 30
2019
Q4 		$3.44M Buy
22,094
+226
+1% +$34.6K 1.74% 25
2019
Q3 		$3.53M Buy
21,868
+580
+3% +$89.7K 1.91% 18
2019
Q2 		$3.14M Sell
21,288
-165
-0.8% -$23.8K 1.78% 22
2019
Q1 		$3M Buy
21,453
+1,695
+9% +$225K 1.81% 18
2018
Q4 		$2.55M Buy
19,758
+1,845
+10% +$238K 1.76% 16
2018
Q3 		$2.39M Buy
17,913
+25
+0.1% +$3.38K 1.47% 26
2018
Q2 		$2.27M Buy
17,888
+1,218
+7% +$162K 1.49% 22
2018
Q1 		$2.28M Buy
16,670
+1,483
+10% +$215K 1.49% 19
2017
Q4 		$2.22M Buy
+15,187
New +$2.27M 1.5% 24

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

Stokes Capital Advisors's CB Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Chubb (CB) stake by 3.4% in Q2 2026, selling an estimated $278K and leaving 24,485 shares worth $8.34M. The position accounts for 1.79% of the portfolio, ranked #23.

Stokes Capital Advisors first reported a position in CB in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.72M in Q4 2025. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Stokes Capital Advisors held 24,485 shares of Chubb worth $8.34M as of Q2 2026.
  • Stokes Capital Advisors sold 853 Chubb shares in Q2 2026, an estimated $278K.
  • Chubb made up 1.79% of Stokes Capital Advisors's portfolio in Q2 2026, its #23 holding.
  • Stokes Capital Advisors first reported a position in Chubb in Q4 2017 and has held it in 35 quarters since.
  • Stokes Capital Advisors's Chubb position peaked at $8.72M in Q4 2025.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.