Triangle Securities Wealth Management’s Chubb CB Stock Holding History

Triangle Securities 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	$304K	Hold	892	–	–	0.06%	188
2026 Q1	$291K	Hold	892	–	–	0.07%	183
2025 Q4	$278K	Buy	892 +20	+2%	+$5.85K	0.06%	191
2025 Q3	$246K	Buy	+872	New	+$240K	0.06%	195
2025 Q2	–	Sell	-872	Closed	-$263K	–	204
2025 Q1	$263K	Buy	872 +65	+8%	+$18.1K	0.07%	187
2024 Q4	$223K	Hold	807	–	–	0.06%	191
2024 Q3	$233K	Hold	807	–	–	0.06%	190
2024 Q2	$206K	Buy	807 +30	+4%	+$7.7K	0.06%	194
2024 Q1	$201K	Buy	+777	New	+$191K	0.06%	193

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

Triangle Securities Wealth Management's CB Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Chubb (CB) position steady in Q2 2026 at 892 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #188.

Triangle Securities Wealth Management first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 424 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Triangle Securities Wealth Management held 892 shares of Chubb worth $304K as of Q2 2026.
Triangle Securities Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.06% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #188 holding.
Triangle Securities Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
424 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.