WBC
CB icon

West Branch Capital’s Chubb CB Stock Holding History

West Branch 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 		$19.8K Hold
58
– – ﹤0.01% 189
2026
Q1 		$18.9K Hold
58
– – 0.01% 183
2025
Q4 		$18.1K Hold
58
– – ﹤0.01% 200
2025
Q3 		$16.4K Hold
58
– – ﹤0.01% 225
2025
Q2 		$16.8K Hold
58
– – 0.01% 223
2025
Q1 		$17.5K Hold
58
– – 0.01% 241
2024
Q4 		$16K Hold
58
– – 0.01% 236
2024
Q3 		$16.7K Sell
58
-468
-89% -$128K 0.01% 237
2024
Q2 		$134K Buy
526
+1
+0.2% +$257 0.05% 103
2024
Q1 		$136K Buy
525
+2
+0.4% +$492 0.05% 102
2023
Q4 		$118K Buy
523
+2
+0.4% +$437 0.06% 102
2023
Q3 		$108K Buy
521
+2
+0.4% +$404 0.06% 104
2023
Q2 		$99.9K Buy
519
+2
+0.4% +$392 0.05% 114
2023
Q1 		$100K Buy
517
+2
+0.4% +$420 0.06% 116
2022
Q4 		$114K Buy
515
+2
+0.4% +$416 0.07% 107
2022
Q3 		$93K Buy
513
+2
+0.4% +$380 0.06% 125
2022
Q2 		$100K Buy
511
+1
+0.2% +$206 0.06% 119
2022
Q1 		$109K Buy
510
+2
+0.4% +$406 0.05% 121
2021
Q4 		$98K Buy
508
+2
+0.4% +$376 0.04% 144
2021
Q3 		$88K Buy
506
+2
+0.4% +$351 0.04% 145
2021
Q2 		$80K Buy
+504
New +$83.5K 0.04% 158
2018
Q2 		– Sell
-6,162
Closed -$843K – 92
2018
Q1 		$843K Buy
+6,162
New +$892K 0.93% 36

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

West Branch Capital's CB Position: Q2 2026 in Review

West Branch Capital held its Chubb (CB) position steady in Q2 2026 at 58 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

West Branch Capital first reported a position in CB in Q1 2018 and has held it in 22 quarters since. The position peaked at $843K in Q1 2018. 490 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • West Branch Capital held 58 shares of Chubb worth $19.8K as of Q2 2026.
  • West Branch Capital left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #189 holding.
  • West Branch Capital first reported a position in Chubb in Q1 2018 and has held it in 22 quarters since.
  • West Branch Capital's Chubb position peaked at $843K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.