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Wedmont Private Capital’s Chubb CB Stock Holding History

Wedmont Private Capital’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 		$2M Buy
5,743
+359
+7% +$117K 0.05% 188
2026
Q1 		$1.79M Buy
5,384
+140
+3% +$44.9K 0.06% 184
2025
Q4 		$1.61M Sell
5,244
-108
-2% -$31.6K 0.06% 194
2025
Q3 		$1.55M Sell
5,352
-885
-14% -$244K 0.06% 201
2025
Q2 		$1.75M Buy
6,237
+272
+5% +$78.3K 0.07% 167
2025
Q1 		$1.69M Sell
5,965
-26
-0.4% -$7.22K 0.09% 139
2024
Q4 		$1.54M Buy
5,991
+733
+14% +$208K 0.08% 146
2024
Q3 		$1.46M Buy
5,258
+139
+3% +$38.1K 0.08% 148
2024
Q2 		$1.32M Buy
5,119
+538
+12% +$138K 0.08% 150
2024
Q1 		$1.14M Buy
4,581
+218
+5% +$53.6K 0.08% 163
2023
Q4 		$987K Buy
4,363
+630
+17% +$138K 0.08% 166
2023
Q3 		$786K Buy
3,733
+480
+15% +$97K 0.08% 165
2023
Q2 		$613K Buy
3,253
+586
+22% +$115K 0.07% 206
2023
Q1 		$523K Sell
2,667
-246
-8% -$51.7K 0.07% 217
2022
Q4 		$667K Buy
2,913
+320
+12% +$66.6K 0.1% 156
2022
Q3 		$472K Buy
2,593
+746
+40% +$142K 0.09% 170
2022
Q2 		$363K Buy
1,847
+62
+3% +$12.8K 0.08% 193
2022
Q1 		$381K Buy
1,785
+760
+74% +$154K 0.09% 182
2021
Q4 		$202K Buy
+1,025
New +$193K 0.06% 234

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wedmont Private Capital's CB Position: Q2 2026 in Review

Wedmont Private Capital increased its Chubb (CB) stake by 6.7% in Q2 2026, buying an estimated $117K and bringing the position to 5,743 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #188.

Wedmont Private Capital first reported a position in CB in Q4 2021 and has held it in 19 quarters since. 478 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wedmont Private Capital held 5,743 shares of Chubb worth $2M as of Q2 2026.
  • Wedmont Private Capital bought 359 Chubb shares in Q2 2026, an estimated $117K.
  • Chubb made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #188 holding.
  • Wedmont Private Capital first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • 478 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.