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Strategic Investment Solutions’s Chubb CB Stock Holding History

Strategic Investment Solutions’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 		$136K Hold
400
– – 0.03% 178
2026
Q1 		$130K Hold
400
– – 0.03% 176
2025
Q4 		$125K Buy
+400
New +$117K 0.03% 165
2023
Q4 		$26.4K Sell
117
-7,254
-98% -$1.59M ﹤0.01% 607
2023
Q3 		$1.49M Buy
7,371
+7,254
+6,200% +$1.47M 0.02% 261
2023
Q2 		$22K Hold
117
– – ﹤0.01% 441
2023
Q1 		$22.7K Buy
+117
New +$24.6K ﹤0.01% 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

Strategic Investment Solutions's CB Position: Q2 2026 in Review

Strategic Investment Solutions held its Chubb (CB) position steady in Q2 2026 at 400 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #178.

Strategic Investment Solutions first reported a position in CB in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2023. 520 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Strategic Investment Solutions held 400 shares of Chubb worth $136K as of Q2 2026.
  • Strategic Investment Solutions left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #178 holding.
  • Strategic Investment Solutions first reported a position in Chubb in Q1 2023 and has held it in 7 quarters since.
  • Strategic Investment Solutions's Chubb position peaked at $1.49M in Q3 2023.
  • 520 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.