WBWA
CB icon

William B. Walkup & Associates’s Chubb CB Stock Holding History

William B. Walkup & Associates’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 		$8.63K Buy
25
+8
+47% +$2.61K ﹤0.01% 142
2026
Q1 		$5.23K Hold
17
– – ﹤0.01% 137
2025
Q4 		$5.4K Hold
17
– – ﹤0.01% 143
2025
Q3 		$4.89K Hold
17
– – ﹤0.01% 140
2025
Q2 		$5.02K Hold
17
– – ﹤0.01% 136
2025
Q1 		$5.23K Hold
17
– – ﹤0.01% 136
2024
Q4 		$4.78K Hold
17
– – ﹤0.01% 134
2024
Q3 		$4.99K Buy
17
+7
+70% +$1.92K ﹤0.01% 135
2024
Q2 		$2.55K Buy
+10
New +$2.57K ﹤0.01% 141

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

William B. Walkup & Associates's CB Position: Q2 2026 in Review

William B. Walkup & Associates increased its Chubb (CB) stake by 47% in Q2 2026, buying an estimated $2.61K and bringing the position to 25 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

William B. Walkup & Associates first reported a position in CB in Q2 2024 and has held it in 9 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • William B. Walkup & Associates held 25 shares of Chubb worth $8.63K as of Q2 2026.
  • William B. Walkup & Associates bought 8 Chubb shares in Q2 2026, an estimated $2.61K.
  • Chubb made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #142 holding.
  • William B. Walkup & Associates first reported a position in Chubb in Q2 2024 and has held it in 9 quarters since.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.