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Welch Group’s Chubb CB Stock Holding History

Welch Group’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 		$1.09M Hold
3,204
– – 0.04% 125
2026
Q1 		$1.04M Sell
3,204
-33
-1% -$10.6K 0.04% 114
2025
Q4 		$1.01M Buy
3,237
+16
+0.5% +$4.68K 0.04% 118
2025
Q3 		$909K Buy
3,221
+549
+21% +$151K 0.04% 125
2025
Q2 		$774K Buy
2,672
+26
+1% +$7.48K 0.03% 121
2025
Q1 		$784K Hold
2,646
– – 0.03% 108
2024
Q4 		$729K Hold
2,646
– – 0.03% 119
2024
Q3 		$763K Hold
2,646
– – 0.03% 111
2024
Q2 		$675K Sell
2,646
-240
-8% -$61.6K 0.03% 119
2024
Q1 		$748K Buy
2,886
+252
+10% +$62K 0.04% 97
2023
Q4 		$595K Buy
2,634
+179
+7% +$39.1K 0.03% 111
2023
Q3 		$511K Sell
2,455
-110
-4% -$22.2K 0.03% 107
2023
Q2 		$494K Hold
2,565
– – 0.03% 111
2023
Q1 		$498K Sell
2,565
-304
-11% -$63.9K 0.03% 111
2022
Q4 		$633K Hold
2,869
– – 0.04% 101
2022
Q3 		$522K Hold
2,869
– – 0.03% 95
2022
Q2 		$564K Buy
2,869
+60
+2% +$12.4K 0.03% 99
2022
Q1 		$601K Hold
2,809
– – 0.03% 103
2021
Q4 		$543K Hold
2,809
– – 0.03% 119
2021
Q3 		$487K Hold
2,809
– – 0.03% 111
2021
Q2 		$446K Buy
2,809
+130
+5% +$21.5K 0.03% 113
2021
Q1 		$423K Hold
2,679
– – 0.03% 113
2020
Q4 		$412K Buy
2,679
+542
+25% +$76K 0.03% 104
2020
Q3 		$248K Buy
+2,137
New +$268K 0.02% 125
2018
Q2 		– Sell
-756
Closed -$103K – 142
2018
Q1 		$103K Hold
756
– – 0.01% 137
2017
Q4 		$110K Buy
+756
New +$113K 0.02% 134

Other funds holding CB

AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
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
CS
CapitalatWork SA Auderghem $3.99B AUM
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

Welch Group's CB Position: Q2 2026 in Review

Welch Group held its Chubb (CB) position steady in Q2 2026 at 3,204 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #125.

Welch Group first reported a position in CB in Q4 2017 and has held it in 26 quarters since. 838 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Welch Group held 3,204 shares of Chubb worth $1.09M as of Q2 2026.
  • Welch Group left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.04% of Welch Group's portfolio in Q2 2026, its #125 holding.
  • Welch Group first reported a position in Chubb in Q4 2017 and has held it in 26 quarters since.
  • 838 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.