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Wealth Enhancement Trust Services’s Chubb CB Stock Holding History

Wealth Enhancement Trust 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 		$2.49M Buy
7,322
+2,749
+60% +$897K 0.28% 80
2026
Q1 		$1.49M Buy
4,573
+4,484
+5,038% +$1.44M 0.18% 111
2025
Q4 		$27.8K Buy
+89
New +$26K ﹤0.01% 495

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Chubb (CB) stake by 60% in Q2 2026, buying an estimated $897K and bringing the position to 7,322 shares worth $2.49M. The position accounts for 0.28% of the portfolio, ranked #80.

Wealth Enhancement Trust Services first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 1,669 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,322 shares of Chubb worth $2.49M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,749 Chubb shares in Q2 2026, an estimated $897K.
  • Chubb made up 0.28% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #80 holding.
  • Wealth Enhancement Trust Services first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 1,669 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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