Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Chubb CB Stock Holding History

Wealth Enhancement Advisory Services’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 		$207M Buy
648,956
+301,664
+87% +$98.4M 0.35% 44
2026
Q1 		$98.5M Sell
347,292
-59,073
-15% -$19M 0.2% 95
2025
Q4 		$125M Buy
406,365
+71,395
+21% +$20.9M 0.17% 106
2025
Q3 		$96.9M Buy
334,970
+50,281
+18% +$13.8M 0.15% 133
2025
Q2 		$80.8M Buy
284,689
+56,585
+25% +$16.3M 0.13% 153
2025
Q1 		$68.9M Sell
228,104
-49,868
-18% -$13.9M 0.13% 153
2024
Q4 		$76.8M Buy
277,972
+51,999
+23% +$14.8M 0.15% 139
2024
Q3 		$65.2M Buy
225,973
+31,510
+16% +$8.64M 0.14% 148
2024
Q2 		$49.6M Buy
194,463
+2,713
+1% +$697K 0.12% 179
2024
Q1 		$49.7M Sell
191,750
-16,701
-8% -$4.11M 0.13% 162
2023
Q4 		$47.1M Buy
208,451
+19,601
+10% +$4.29M 0.14% 157
2023
Q3 		$39.3M Buy
188,850
+185,967
+6,450% +$37.6M 0.13% 162
2023
Q2 		$555K Sell
2,883
-34,310
-92% -$6.72M 0.01% 335
2023
Q1 		$7.22M Buy
37,193
+6,300
+20% +$1.32M 0.08% 109
2022
Q4 		$6.98M Buy
+30,893
New +$6.43M 0.09% 103
2022
Q2 		– Sell
-6,659
Closed -$1.42M – 331
2022
Q1 		$1.42M Buy
6,659
+111
+2% +$22.6K 0.02% 214
2021
Q4 		$1.29M Buy
+6,548
New +$1.23M 0.02% 206
2019
Q2 		– Sell
-7,578
Closed -$1.05M – 208
2019
Q1 		$1.05M Buy
+7,578
New +$1.01M 0.06% 136
2018
Q4 		– Sell
-7,042
Closed -$880K – 169
2018
Q3 		$880K Buy
+7,042
New +$953K 0.05% 129
2017
Q1 		– Sell
-22,881
Closed -$3.02M – 141
2016
Q4 		$3.02M Buy
+22,881
New +$2.92M 0.37% 44

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's CB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Chubb (CB) stake by 87% in Q2 2026, buying an estimated $98.4M and bringing the position to 648,956 shares worth $207M. The position accounts for 0.35% of the portfolio, ranked #44.

Wealth Enhancement Advisory Services first reported a position in CB in Q4 2016 and has held it in 20 quarters since. 354 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 648,956 shares of Chubb worth $207M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 301,664 Chubb shares in Q2 2026, an estimated $98.4M.
  • Chubb made up 0.35% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #44 holding.
  • Wealth Enhancement Advisory Services first reported a position in Chubb in Q4 2016 and has held it in 20 quarters since.
  • 354 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.