TWM
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Thrive Wealth Management’s Chubb CB Stock Holding History

Thrive Wealth 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 		$260K Sell
764
-30
-4% -$9.79K 0.03% 216
2026
Q1 		$259K Buy
794
+4
+0.5% +$1.28K 0.04% 195
2025
Q4 		$247K Buy
790
+42
+6% +$12.3K 0.04% 205
2025
Q3 		$211K Buy
748
+10
+1% +$2.75K 0.03% 222
2025
Q2 		$214K Sell
738
-7
-0.9% -$2.01K 0.03% 219
2025
Q1 		$225K Sell
745
-56
-7% -$15.6K 0.04% 198
2024
Q4 		$221K Sell
801
-33
-4% -$9.37K 0.04% 184
2024
Q3 		$241K Sell
834
-8
-1% -$2.19K 0.04% 193
2024
Q2 		$215K Buy
842
+25
+3% +$6.42K 0.04% 195
2024
Q1 		$212K Buy
+817
New +$201K 0.04% 200

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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Thrive Wealth Management's CB Position: Q2 2026 in Review

Thrive Wealth Management reduced its Chubb (CB) stake by 3.8% in Q2 2026, selling an estimated $9.79K and leaving 764 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #216.

Thrive Wealth Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Thrive Wealth Management held 764 shares of Chubb worth $260K as of Q2 2026.
  • Thrive Wealth Management sold 30 Chubb shares in Q2 2026, an estimated $9.79K.
  • Chubb made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Thrive Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.