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Waddell & Associates’s Chubb CB Stock Holding History

Waddell & Associates’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 		$1.91M Buy
5,596
+494
+10% +$161K 0.09% 74
2026
Q1 		$1.66M Buy
5,102
+127
+3% +$40.7K 0.09% 64
2025
Q4 		$1.55M Buy
4,975
+2,805
+129% +$820K 0.1% 55
2025
Q3 		$613K Buy
2,170
+900
+71% +$248K 0.05% 114
2025
Q2 		$368K Buy
+1,270
New +$365K 0.04% 141

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

Waddell & Associates's CB Position: Q2 2026 in Review

Waddell & Associates increased its Chubb (CB) stake by 9.7% in Q2 2026, buying an estimated $161K and bringing the position to 5,596 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #74.

Waddell & Associates first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 734 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Waddell & Associates held 5,596 shares of Chubb worth $1.91M as of Q2 2026.
  • Waddell & Associates bought 494 Chubb shares in Q2 2026, an estimated $161K.
  • Chubb made up 0.09% of Waddell & Associates's portfolio in Q2 2026, its #74 holding.
  • Waddell & Associates first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
  • 734 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.