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Vista Investment Partners II’s Chubb CB Stock Holding History

Vista Investment Partners II’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 		$3.23M Sell
9,479
-7
-0.1% -$2.28K 1.27% 20
2026
Q1 		$3.09M Buy
9,486
+158
+2% +$50.7K 1.39% 22
2025
Q4 		$2.91M Buy
9,328
+207
+2% +$60.5K 1.25% 26
2025
Q3 		$2.57M Buy
9,121
+105
+1% +$28.9K 1.2% 30
2025
Q2 		$2.61M Buy
9,016
+20
+0.2% +$5.75K 1.26% 31
2025
Q1 		$2.72M Buy
8,996
+158
+2% +$43.9K 1.5% 26
2024
Q4 		$2.44M Buy
+8,838
New +$2.51M 1.44% 27

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Vista Investment Partners II's CB Position: Q2 2026 in Review

Vista Investment Partners II reduced its Chubb (CB) stake by 0.07% in Q2 2026, selling an estimated $2.28K and leaving 9,479 shares worth $3.23M. The position accounts for 1.27% of the portfolio, ranked #20.

Vista Investment Partners II first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Vista Investment Partners II held 9,479 shares of Chubb worth $3.23M as of Q2 2026.
  • Vista Investment Partners II sold 7 Chubb shares in Q2 2026, an estimated $2.28K.
  • Chubb made up 1.27% of Vista Investment Partners II's portfolio in Q2 2026, its #20 holding.
  • Vista Investment Partners II first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 911 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.