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World Equity Group’s Chubb CB Stock Holding History

World Equity 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 		$808K Sell
2,370
-2,436
-51% -$795K 0.18% 125
2026
Q1 		$1.57M Buy
4,806
+3,214
+202% +$1.03M 0.41% 49
2025
Q4 		$497K Sell
1,592
-7
-0.4% -$2.05K 0.14% 169
2025
Q3 		$451K Buy
1,599
+21
+1% +$5.78K 0.1% 191
2025
Q2 		$457K Sell
1,578
-13
-0.8% -$3.74K 0.12% 170
2025
Q1 		$479K Buy
1,591
+51
+3% +$14.2K 0.14% 156
2024
Q4 		$426K Buy
+1,540
New +$437K 0.09% 215

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

World Equity Group's CB Position: Q2 2026 in Review

World Equity Group reduced its Chubb (CB) stake by 51% in Q2 2026, selling an estimated $795K and leaving 2,370 shares worth $808K. The position accounts for 0.18% of the portfolio, ranked #125.

World Equity Group first reported a position in CB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2026. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • World Equity Group held 2,370 shares of Chubb worth $808K as of Q2 2026.
  • World Equity Group sold 2,436 Chubb shares in Q2 2026, an estimated $795K.
  • Chubb made up 0.18% of World Equity Group's portfolio in Q2 2026, its #125 holding.
  • World Equity Group first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • World Equity Group's Chubb position peaked at $1.57M in Q1 2026.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.