Toth Financial Advisory’s Chubb CB Stock Holding History

Toth Financial Advisory’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	$22.1K	Hold	65	–	–	﹤0.01%	494
2026 Q1	$21.2K	Hold	65	–	–	﹤0.01%	478
2025 Q4	$20.3K	Hold	65	–	–	﹤0.01%	481
2025 Q3	$18.3K	Sell	65 -5	-7%	-$1.38K	﹤0.01%	475
2025 Q2	$20.3K	Buy	70 +5	+8%	+$1.44K	﹤0.01%	430
2025 Q1	$19.6K	Hold	65	–	–	﹤0.01%	403
2024 Q4	$18K	Hold	65	–	–	﹤0.01%	410
2024 Q3	$18.7K	Hold	65	–	–	﹤0.01%	396
2024 Q2	$16.6K	Hold	65	–	–	﹤0.01%	412
2024 Q1	$16.8K	Sell	65 -1,369	-95%	-$337K	﹤0.01%	399
2023 Q4	$324K	Buy	1,434 +1,350	+1,607%	+$295K	0.04%	185
2023 Q3	$17.5K	Buy	+84	New	+$17K	﹤0.01%	390
2023 Q2	–	Sell	-18	Closed	-$3.5K	–	792
2023 Q1	$3.5K	Hold	18	–	–	﹤0.01%	583
2022 Q4	$3.97K	Hold	18	–	–	﹤0.01%	527
2022 Q3	$3K	Buy	+18	New	+$3.42K	﹤0.01%	591
2020 Q3	–	Sell	-15	Closed	-$2K	–	549
2020 Q2	$2K	Buy	+15	New	+$1.74K	﹤0.01%	460

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

Toth Financial Advisory's CB Position: Q2 2026 in Review

Toth Financial Advisory held its Chubb (CB) position steady in Q2 2026 at 65 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Toth Financial Advisory first reported a position in CB in Q2 2020 and has held it in 16 quarters since. The position peaked at $324K in Q4 2023. 493 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Toth Financial Advisory held 65 shares of Chubb worth $22.1K as of Q2 2026.
Toth Financial Advisory left its Chubb share count unchanged in Q2 2026.
Chubb made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #494 holding.
Toth Financial Advisory first reported a position in Chubb in Q2 2020 and has held it in 16 quarters since.
Toth Financial Advisory's Chubb position peaked at $324K in Q4 2023.
493 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.