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Ulland Investment Advisors’s Chubb CB Stock Holding History

Ulland Investment 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 		$12K Hold
35
– – 0.01% 176
2026
Q1 		$11K Hold
35
– – 0.01% 174
2025
Q4 		$11K Hold
35
– – 0.01% 171
2025
Q3 		$10K Hold
35
– – 0.01% 176
2025
Q2 		$10K Hold
35
– – 0.01% 174
2025
Q1 		$11K Hold
35
– – 0.01% 174
2024
Q4 		$10K Hold
35
– – 0.01% 174
2024
Q3 		$10K Hold
35
– – 0.01% 167
2024
Q2 		$9K Hold
35
– – 0.01% 173
2024
Q1 		$9K Hold
35
– – 0.01% 178
2023
Q4 		$8K Hold
35
– – 0.01% 165
2023
Q3 		$7K Hold
35
– – 0.01% 177
2023
Q2 		$7K Hold
35
– – 0.01% 177
2023
Q1 		$7K Hold
35
– – 0.01% 167
2022
Q4 		$8K Hold
35
– – 0.01% 165
2022
Q3 		$6K Hold
35
– – 0.01% 179
2022
Q2 		$7K Hold
35
– – 0.01% 196
2022
Q1 		$7K Hold
35
– – 0.01% 209
2021
Q4 		$7K Buy
+35
New +$6.58K ﹤0.01% 179

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

Ulland Investment Advisors's CB Position: Q2 2026 in Review

Ulland Investment Advisors held its Chubb (CB) position steady in Q2 2026 at 35 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #176.

Ulland Investment Advisors first reported a position in CB in Q4 2021 and has held it in 19 quarters since. 520 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ulland Investment Advisors held 35 shares of Chubb worth $12K as of Q2 2026.
  • Ulland Investment Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • Ulland Investment Advisors first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • 520 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.