Wealthcare Advisory Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.69M | Sell |
7,907
-77
| -1% | -$25.1K | 0.05% | 293 |
|
|
2026
Q1 | $2.6M | Buy |
7,984
+272
| +4% | +$87.3K | 0.05% | 312 |
|
|
2025
Q4 | $2.41M | Buy |
7,712
+278
| +4% | +$81.3K | 0.05% | 311 |
|
|
2025
Q3 | $2.1M | Buy |
7,434
+141
| +2% | +$38.8K | 0.04% | 330 |
|
|
2025
Q2 | $2.11M | Buy |
7,293
+732
| +11% | +$211K | 0.05% | 317 |
|
|
2025
Q1 | $1.98M | Buy |
6,561
+265
| +4% | +$73.6K | 0.05% | 284 |
|
|
2024
Q4 | $1.74M | Buy |
6,296
+757
| +14% | +$215K | 0.05% | 301 |
|
|
2024
Q3 | $1.6M | Buy |
5,539
+136
| +3% | +$37.3K | 0.05% | 312 |
|
|
2024
Q2 | $1.38M | Buy |
5,403
+1,401
| +35% | +$360K | 0.04% | 308 |
|
|
2024
Q1 | $1.04M | Buy |
4,002
+84
| +2% | +$20.7K | 0.03% | 348 |
|
|
2023
Q4 | $885K | Buy |
3,918
+2,290
| +141% | +$501K | 0.04% | 343 |
|
|
2023
Q3 | $339K | Sell |
1,628
-144
| -8% | -$29.1K | 0.02% | 521 |
|
|
2023
Q2 | $341K | Buy |
1,772
+53
| +3% | +$10.4K | 0.02% | 533 |
|
|
2023
Q1 | $334K | Buy |
1,719
+30
| +2% | +$6.3K | 0.01% | 553 |
|
|
2022
Q4 | $372K | Buy |
1,689
+237
| +16% | +$49.3K | 0.02% | 484 |
|
|
2022
Q3 | $264K | Buy |
1,452
+305
| +27% | +$57.9K | 0.02% | 514 |
|
|
2022
Q2 | $226K | Buy |
+1,147
| New | +$236K | 0.01% | 502 |
|
|
2021
Q2 | – | Sell |
-164
| Closed | -$26K | – | 744 |
|
|
2021
Q1 | $26K | Buy |
+164
| New | +$26.4K | ﹤0.01% | 1103 |
|
|
2020
Q2 | – | Sell |
-180
| Closed | -$20K | – | 458 |
|
|
2020
Q1 | $20K | Sell |
180
-209
| -54% | -$30K | ﹤0.01% | 725 |
|
|
2019
Q4 | $61K | Hold |
389
| – | – | 0.01% | 502 |
|
|
2019
Q3 | $63K | Sell |
389
-17
| -4% | -$2.63K | 0.01% | 483 |
|
|
2019
Q2 | $60K | Sell |
406
-2
| -0.5% | -$289 | 0.01% | 465 |
|
|
2019
Q1 | $57K | Sell |
408
-4
| -1% | -$532 | 0.01% | 433 |
|
|
2018
Q4 | $53K | Sell |
412
-90
| -18% | -$11.6K | 0.01% | 417 |
|
|
2018
Q3 | $67K | Sell |
502
-225
| -31% | -$30.4K | 0.01% | 409 |
|
|
2018
Q2 | $92K | Sell |
727
-1,059
| -59% | -$141K | 0.02% | 340 |
|
|
2018
Q1 | $244K | Sell |
1,786
-124
| -6% | -$18K | 0.06% | 176 |
|
|
2017
Q4 | $279K | Buy |
1,910
+233
| +14% | +$34.8K | 0.07% | 141 |
|
|
2017
Q3 | $239K | Buy |
+1,677
| New | +$243K | 0.07% | 130 |
|
Other funds holding CB
Wealthcare Advisory Partners's CB Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Chubb (CB) stake by 0.96% in Q2 2026, selling an estimated $25.1K and leaving 7,907 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #293.
Wealthcare Advisory Partners first reported a position in CB in Q3 2017 and has held it in 29 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Wealthcare Advisory Partners held 7,907 shares of Chubb worth $2.69M as of Q2 2026.
- Wealthcare Advisory Partners sold 77 Chubb shares in Q2 2026, an estimated $25.1K.
- Chubb made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #293 holding.
- Wealthcare Advisory Partners first reported a position in Chubb in Q3 2017 and has held it in 29 quarters since.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.