VisionPoint Advisory Group’s Chubb CB Stock Holding History

VisionPoint Advisory 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	$1.16M	Sell	3,405 -81	-2%	-$26.4K	0.19%	123
2026 Q1	$1.14M	Buy	3,486 +57	+2%	+$18.3K	0.21%	110
2025 Q4	$1.07M	Sell	3,429 -147	-4%	-$43K	0.21%	111
2025 Q3	$1.01M	Buy	3,576 +55	+2%	+$15.1K	0.2%	121
2025 Q2	$1.02M	Buy	3,521 +183	+5%	+$52.7K	0.22%	112
2025 Q1	$1.01M	Buy	3,338 +490	+17%	+$136K	0.35%	71
2024 Q4	$776K	Sell	2,848 -190	-6%	-$54K	0.27%	95
2024 Q3	$876K	Sell	3,038 -362	-11%	-$99.2K	0.3%	89
2024 Q2	$867K	Sell	3,400 -187	-5%	-$48K	0.31%	82
2024 Q1	$929K	Sell	3,587 -3,073	-46%	-$756K	0.34%	81
2023 Q4	$1.51M	Buy	6,660 +127	+2%	+$27.8K	0.56%	53
2023 Q3	$1.36M	Buy	+6,533	New	+$1.32M	0.58%	51

Other funds holding CB

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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

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

VisionPoint Advisory Group's CB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Chubb (CB) stake by 2.3% in Q2 2026, selling an estimated $26.4K and leaving 3,405 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #123.

VisionPoint Advisory Group first reported a position in CB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2023. 508 funds tracked by Wall St. Rank hold CB as of Q2 2026.

VisionPoint Advisory Group held 3,405 shares of Chubb worth $1.16M as of Q2 2026.
VisionPoint Advisory Group sold 81 Chubb shares in Q2 2026, an estimated $26.4K.
Chubb made up 0.19% of VisionPoint Advisory Group's portfolio in Q2 2026, its #123 holding.
VisionPoint Advisory Group first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's Chubb position peaked at $1.51M in Q4 2023.
508 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.