RAFFA WEALTH MANAGEMENT, LLC’s Chubb CB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$23.9K	Buy	70 +8	+13%	+$2.61K	﹤0.01%	258
2026 Q1	$20.2K	Buy	62 +2	+3%	+$642	﹤0.01%	269
2025 Q4	$18.7K	Hold	60	–	–	﹤0.01%	273
2025 Q3	$16.9K	Buy	60 +12	+25%	+$3.3K	﹤0.01%	283
2025 Q2	$13.9K	Sell	48 -9	-16%	-$2.59K	﹤0.01%	320
2025 Q1	$17.2K	Hold	57	–	–	﹤0.01%	239
2024 Q4	$15.7K	Buy	57 +9	+19%	+$2.56K	﹤0.01%	266
2024 Q3	$13.8K	Hold	48	–	–	﹤0.01%	269
2024 Q2	$12.2K	Hold	48	–	–	﹤0.01%	410
2024 Q1	$12.4K	Hold	48	–	–	﹤0.01%	390
2023 Q4	$10.8K	Hold	48	–	–	﹤0.01%	284
2023 Q3	$9.99K	Hold	48	–	–	﹤0.01%	278
2023 Q2	$9.24K	Hold	48	–	–	﹤0.01%	293
2023 Q1	$9.32K	Hold	48	–	–	﹤0.01%	309
2022 Q4	$10.6K	Hold	48	–	–	﹤0.01%	276
2022 Q3	$8.73K	Hold	48	–	–	﹤0.01%	297
2022 Q2	$9.44K	Hold	48	–	–	﹤0.01%	293
2022 Q1	$10.3K	Sell	48 -22	-31%	-$4.47K	﹤0.01%	287
2021 Q4	$13.5K	Buy	70 +22	+46%	+$4.13K	﹤0.01%	261
2021 Q3	$8.33K	Hold	48	–	–	﹤0.01%	284
2021 Q2	$7.63K	Sell	48 -45	-48%	-$7.46K	﹤0.01%	293
2021 Q1	$14.9K	Buy	93 +6	+7%	+$967	0.01%	232
2020 Q4	$13.4K	Buy	87 +6	+7%	+$841	﹤0.01%	222
2020 Q3	$9.41K	Hold	81	–	–	﹤0.01%	241
2020 Q2	$10.3K	Hold	81	–	–	﹤0.01%	226
2020 Q1	$9.05K	Sell	81 -141	-64%	-$20.2K	﹤0.01%	213
2019 Q4	$34.6K	Hold	222	–	–	0.01%	158
2019 Q3	$35.8K	Buy	+222	New	+$34.4K	0.01%	151
2019 Q2	–	Sell	-42	Closed	-$5.88K	–	840
2019 Q1	$5.88K	Hold	42	–	–	﹤0.01%	217
2018 Q4	$5.43K	Hold	42	–	–	﹤0.01%	239
2018 Q3	$5.61K	Hold	42	–	–	﹤0.01%	252
2018 Q2	$5.33K	Hold	42	–	–	﹤0.01%	245
2018 Q1	$5.74K	Buy	+42	New	+$6.08K	﹤0.01%	237
2017 Q1	–	Sell	-11	Closed	-$1.45K	–	458
2016 Q4	$1.45K	Hold	11	–	–	﹤0.01%	332
2016 Q3	$1.38K	Hold	11	–	–	﹤0.01%	339
2016 Q2	$1.44K	Hold	11	–	–	﹤0.01%	311
2016 Q1	$1.31K	Buy	11 +4	+57%	+$460	﹤0.01%	335
2015 Q4	$818	Sell	7 -100	-93%	-$11.3K	﹤0.01%	459
2015 Q3	$11.1K	Buy	107 +100	+1,429%	+$10.5K	0.01%	163
2015 Q2	$712	Hold	7	–	–	﹤0.01%	502
2015 Q1	$780	Hold	7	–	–	﹤0.01%	475
2014 Q4	$804	Hold	7	–	–	﹤0.01%	423
2014 Q3	$734	Buy	+7	New	+$730	﹤0.01%	431
2014 Q1	–	Sell	-7	Closed	-$804	–	352
2013 Q4	$804	Buy	+7	New	+$688	﹤0.01%	423

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

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 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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

RAFFA WEALTH MANAGEMENT, LLC's CB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Chubb (CB) stake by 13% in Q2 2026, buying an estimated $2.61K and bringing the position to 70 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CB in Q4 2013 and has held it in 44 quarters since. The position peaked at $35.8K in Q3 2019. 776 funds tracked by Wall St. Rank hold CB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 70 shares of Chubb worth $23.9K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 8 Chubb shares in Q2 2026, an estimated $2.61K.
Chubb made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #258 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Chubb in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Chubb position peaked at $35.8K in Q3 2019.
776 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.