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Vista Investment Partners’s Chubb CB Stock Holding History

Vista Investment Partners’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 		$4.54M Sell
13,325
-165
-1% -$53.8K 1.14% 32
2026
Q1 		$4.4M Buy
13,490
+377
+3% +$121K 1.16% 29
2025
Q4 		$4.09M Buy
13,113
+126
+1% +$36.8K 1.07% 36
2025
Q3 		$3.67M Buy
12,987
+96
+0.7% +$26.4K 1.02% 36
2025
Q2 		$3.73M Buy
12,891
+63
+0.5% +$18.1K 1.08% 38
2025
Q1 		$3.87M Buy
12,828
+246
+2% +$68.4K 1.18% 33
2024
Q4 		$3.48M Buy
12,582
+351
+3% +$99.7K 1.08% 37
2024
Q3 		$3.53M Buy
12,231
+124
+1% +$34K 1.13% 35
2024
Q2 		$3.09M Buy
12,107
+132
+1% +$33.9K 1.03% 34
2024
Q1 		$3.1M Buy
11,975
+4,335
+57% +$1.07M 1.06% 35
2023
Q4 		$1.73M Buy
+7,640
New +$1.67M 0.63% 50

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Vista Investment Partners reduced its Chubb (CB) stake by 1.2% in Q2 2026, selling an estimated $53.8K and leaving 13,325 shares worth $4.54M. The position accounts for 1.14% of the portfolio, ranked #32.

Vista Investment Partners first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Vista Investment Partners held 13,325 shares of Chubb worth $4.54M as of Q2 2026.
  • Vista Investment Partners sold 165 Chubb shares in Q2 2026, an estimated $53.8K.
  • Chubb made up 1.14% of Vista Investment Partners's portfolio in Q2 2026, its #32 holding.
  • Vista Investment Partners first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.