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True Wealth Design’s Chubb CB Stock Holding History

True Wealth Design’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 		$313K Buy
920
+140
+18% +$45.7K 0.07% 65
2026
Q1 		$254K Buy
780
+41
+6% +$13.2K 0.07% 70
2025
Q4 		$231K Buy
739
+351
+90% +$103K 0.07% 72
2025
Q3 		$110K Buy
388
+306
+373% +$84.2K 0.03% 143
2025
Q2 		$23.8K Buy
82
+34
+71% +$9.78K 0.01% 345
2025
Q1 		$14.5K Buy
48
+20
+71% +$5.56K 0.01% 400
2024
Q4 		$7.74K Buy
+28
New +$7.95K ﹤0.01% 460
2024
Q3 		– Sell
-100
Closed -$25.5K – 1283
2024
Q2 		$25.5K Hold
100
– – 0.01% 200
2024
Q1 		$25.9K Buy
100
+79
+376% +$19.4K 0.01% 198
2023
Q4 		$4.75K Buy
+21
New +$4.59K ﹤0.01% 269
2023
Q2 		– Sell
-11
Closed -$2.14K – 801
2023
Q1 		$2.14K Buy
+11
New +$2.31K ﹤0.01% 334

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
Robeco Institutional Asset Management
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
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
AV
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

True Wealth Design's CB Position: Q2 2026 in Review

True Wealth Design increased its Chubb (CB) stake by 18% in Q2 2026, buying an estimated $45.7K and bringing the position to 920 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #65.

True Wealth Design first reported a position in CB in Q1 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • True Wealth Design held 920 shares of Chubb worth $313K as of Q2 2026.
  • True Wealth Design bought 140 Chubb shares in Q2 2026, an estimated $45.7K.
  • Chubb made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #65 holding.
  • True Wealth Design first reported a position in Chubb in Q1 2023 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.