Turtle Creek Wealth Advisors’s Chubb CB Stock Holding History

Turtle Creek Wealth Advisors’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	$1.26M	Buy	3,711 +347	+10%	+$113K	0.07%	143
2026 Q1	$1.1M	Buy	3,364 +292	+10%	+$93.7K	0.08%	137
2025 Q4	$959K	Buy	3,072 +590	+24%	+$173K	0.08%	154
2025 Q3	$701K	Buy	2,482 +1,026	+70%	+$282K	0.06%	173
2025 Q2	$422K	Buy	+1,456	New	+$419K	0.05%	187
2024 Q4	–	Sell	-1,086	Closed	-$313K	–	89
2024 Q3	$313K	Buy	1,086 +192	+21%	+$52.6K	0.06%	133
2024 Q2	$228K	Buy	894 +86	+11%	+$22.1K	0.05%	141
2024 Q1	$209K	Sell	808 -92	-10%	-$22.6K	0.05%	144
2023 Q4	$203K	Buy	+900	New	+$197K	0.06%	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

Turtle Creek Wealth Advisors's CB Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Chubb (CB) stake by 10% in Q2 2026, buying an estimated $113K and bringing the position to 3,711 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #143.

Turtle Creek Wealth Advisors first reported a position in CB in Q4 2023 and has held it in 9 quarters since. 1,092 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Turtle Creek Wealth Advisors held 3,711 shares of Chubb worth $1.26M as of Q2 2026.
Turtle Creek Wealth Advisors bought 347 Chubb shares in Q2 2026, an estimated $113K.
Chubb made up 0.07% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Turtle Creek Wealth Advisors first reported a position in Chubb in Q4 2023 and has held it in 9 quarters since.
1,092 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.