USA FINANCIAL FORMULAS’s Chubb CB Stock Holding History

USA FINANCIAL FORMULAS’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	$184K	Buy	+539	New	+$176K	0.03%	145

Other funds holding CB

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

USA FINANCIAL FORMULAS's CB Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Chubb (CB) in Q2 2026: 539 shares worth $184K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings.

1,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

USA FINANCIAL FORMULAS held 539 shares of Chubb worth $184K as of Q2 2026.
Chubb was a new USA FINANCIAL FORMULAS position in Q2 2026.
Chubb made up 0.03% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #145 holding.
1,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.