TFC Financial Management’s Chubb CB Stock Holding History

TFC Financial Management’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	$59.3K	Buy	174 +4	+2%	+$1.3K	0.01%	271
2026 Q1	$55.4K	Sell	170 -13	-7%	-$4.17K	0.01%	264
2025 Q4	$57.1K	Hold	183	–	–	0.01%	262
2025 Q3	$51.7K	Hold	183	–	–	0.01%	268
2025 Q2	$53K	Sell	183 -12	-6%	-$3.45K	0.01%	256
2025 Q1	$58.9K	Sell	195 -10	-5%	-$2.78K	0.01%	242
2024 Q4	$56.6K	Sell	205 -35	-15%	-$9.94K	0.01%	237
2024 Q3	$69.2K	Buy	240 +36	+18%	+$9.87K	0.01%	231
2024 Q2	$52K	Hold	204	–	–	0.01%	234
2024 Q1	$52.9K	Buy	204 +2	+1%	+$492	0.01%	227
2023 Q4	$45.7K	Hold	202	–	–	0.01%	235
2023 Q3	$42.1K	Buy	202 +34	+20%	+$6.87K	0.01%	232
2023 Q2	$32.4K	Sell	168 -145	-46%	-$28.4K	0.01%	248
2023 Q1	$60.8K	Buy	313 +227	+264%	+$47.7K	0.02%	213
2022 Q4	$19K	Sell	86 -400	-82%	-$83.2K	0.01%	263
2022 Q3	$88K	Buy	486 +400	+465%	+$76K	0.03%	161
2022 Q2	$17K	Hold	86	–	–	0.01%	268
2022 Q1	$18K	Hold	86	–	–	0.01%	265
2021 Q4	$17K	Hold	86	–	–	0.01%	288
2021 Q3	$15K	Hold	86	–	–	0.01%	296
2021 Q2	$14K	Hold	86	–	–	﹤0.01%	292
2021 Q1	$14K	Hold	86	–	–	0.01%	285
2020 Q4	$13K	Hold	86	–	–	0.01%	297
2020 Q3	$10K	Buy	+86	New	+$10.8K	﹤0.01%	295

Other funds holding CB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TFC Financial Management's CB Position: Q2 2026 in Review

TFC Financial Management increased its Chubb (CB) stake by 2.4% in Q2 2026, buying an estimated $1.3K and bringing the position to 174 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #271.

TFC Financial Management first reported a position in CB in Q3 2020 and has held it in 24 quarters since. The position peaked at $88K in Q3 2022. 1,036 funds tracked by Wall St. Rank hold CB as of Q2 2026.

TFC Financial Management held 174 shares of Chubb worth $59.3K as of Q2 2026.
TFC Financial Management bought 4 Chubb shares in Q2 2026, an estimated $1.3K.
Chubb made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #271 holding.
TFC Financial Management first reported a position in Chubb in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Chubb position peaked at $88K in Q3 2022.
1,036 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.