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Wilkerson Advisory Group’s Chubb CB Stock Holding History

Wilkerson Advisory 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 		$26.2K Buy
77
+7
+10% +$2.28K 0.01% 298
2026
Q1 		$22.8K Buy
70
+30
+75% +$9.63K 0.01% 284
2025
Q4 		$12.5K Buy
+40
New +$11.7K ﹤0.01% 300

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

Wilkerson Advisory Group's CB Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Chubb (CB) stake by 10% in Q2 2026, buying an estimated $2.28K and bringing the position to 77 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #298.

Wilkerson Advisory Group first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Wilkerson Advisory Group held 77 shares of Chubb worth $26.2K as of Q2 2026.
  • Wilkerson Advisory Group bought 7 Chubb shares in Q2 2026, an estimated $2.28K.
  • Chubb made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #298 holding.
  • Wilkerson Advisory Group first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.