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Summit Wealth Group (Colorado)’s Chubb CB Stock Holding History

Summit Wealth Group (Colorado)’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 		$208K Buy
+611
New +$199K 0.02% 385

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Chubb (CB) in Q2 2026: 611 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #385 among its holdings.

977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 611 shares of Chubb worth $208K as of Q2 2026.
  • Chubb was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • Chubb made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #385 holding.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.