Valley Brook Capital Group’s Chubb CB Stock Holding History

Valley Brook Capital Group’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	$837K	Buy	2,455 +25	+1%	+$8.15K	0.47%	53
2026 Q1	$792K	Buy	2,430 +25	+1%	+$8.02K	0.53%	51
2025 Q4	$751K	Sell	2,405 -50	-2%	-$14.6K	0.5%	51
2025 Q3	$693K	Sell	2,455 -120	-5%	-$33K	0.47%	55
2025 Q2	$746K	Sell	2,575 -25	-1%	-$7.19K	0.56%	47
2025 Q1	$785K	Buy	2,600 +75	+3%	+$20.8K	0.62%	43
2024 Q4	$698K	Buy	2,525 +55	+2%	+$15.6K	0.52%	52
2024 Q3	$712K	Buy	2,470 +95	+4%	+$26K	0.51%	54
2024 Q2	$606K	Buy	2,375 +565	+31%	+$145K	0.47%	59
2024 Q1	$469K	Hold	1,810	–	–	0.37%	63
2023 Q4	$409K	Sell	1,810 -601	-25%	-$131K	0.36%	69
2023 Q3	$502K	Hold	2,411	–	–	0.5%	57
2023 Q2	$464K	Hold	2,411	–	–	0.43%	61
2023 Q1	$468K	Hold	2,411	–	–	0.43%	61
2022 Q4	$532K	Hold	2,411	–	–	0.51%	58
2022 Q3	$438K	Hold	2,411	–	–	0.48%	58
2022 Q2	$473K	Hold	2,411	–	–	0.49%	60
2022 Q1	$515K	Hold	2,411	–	–	0.44%	62
2021 Q4	$466K	Hold	2,411	–	–	0.4%	64
2021 Q3	$418K	Hold	2,411	–	–	0.41%	66
2021 Q2	$383K	Hold	2,411	–	–	0.37%	71
2021 Q1	$380K	Hold	2,411	–	–	0.34%	67
2020 Q4	$371K	Buy	+2,411	New	+$338K	0.37%	63

Other funds holding CB

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

Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

Valley Brook Capital Group's CB Position: Q2 2026 in Review

Valley Brook Capital Group increased its Chubb (CB) stake by 1% in Q2 2026, buying an estimated $8.15K and bringing the position to 2,455 shares worth $837K. The position accounts for 0.47% of the portfolio, ranked #53.

Valley Brook Capital Group first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 1,253 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Valley Brook Capital Group held 2,455 shares of Chubb worth $837K as of Q2 2026.
Valley Brook Capital Group bought 25 Chubb shares in Q2 2026, an estimated $8.15K.
Chubb made up 0.47% of Valley Brook Capital Group's portfolio in Q2 2026, its #53 holding.
Valley Brook Capital Group first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
1,253 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.