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Wetzel Investment Advisors’s Chubb CB Stock Holding History

Wetzel Investment Advisors’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 		$418K Sell
1,223
-265
-18% -$86.4K 0.14% 81
2026
Q1 		$486K Sell
1,488
-159
-10% -$51K 0.19% 75
2025
Q4 		$516K Sell
1,647
-43
-3% -$12.6K 0.21% 69
2025
Q3 		$479K Sell
1,690
-15
-0.9% -$4.13K 0.2% 72
2025
Q2 		$496K Sell
1,705
-138
-7% -$39.7K 0.23% 68
2025
Q1 		$558K Sell
1,843
-22
-1% -$6.11K 0.28% 63
2024
Q4 		$515K Hold
1,865
– – 0.26% 67
2024
Q3 		$540K Buy
1,865
+43
+2% +$11.8K 0.27% 66
2024
Q2 		$472K Hold
1,822
– – 0.27% 65
2024
Q1 		$447K Buy
1,822
+17
+0.9% +$4.18K 0.26% 65
2023
Q4 		$408K Buy
+1,805
New +$395K 0.25% 67

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
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
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

Wetzel Investment Advisors's CB Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Chubb (CB) stake by 18% in Q2 2026, selling an estimated $86.4K and leaving 1,223 shares worth $418K. The position accounts for 0.14% of the portfolio, ranked #81.

Wetzel Investment Advisors first reported a position in CB in Q4 2023 and has held it in 11 quarters since. The position peaked at $558K in Q1 2025. 570 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wetzel Investment Advisors held 1,223 shares of Chubb worth $418K as of Q2 2026.
  • Wetzel Investment Advisors sold 265 Chubb shares in Q2 2026, an estimated $86.4K.
  • Chubb made up 0.14% of Wetzel Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Wetzel Investment Advisors first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Chubb position peaked at $558K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.