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Yousif Capital Management’s Chubb CB Stock Holding History

Yousif Capital Management’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 		$23M Sell
67,511
-4,875
-7% -$1.59M 0.26% 57
2026
Q1 		$23.6M Sell
72,386
-4,299
-6% -$1.38M 0.28% 55
2025
Q4 		$23.1M Sell
76,685
-1,394
-2% -$408K 0.25% 60
2025
Q3 		$22M Sell
78,079
-2,745
-3% -$755K 0.24% 63
2025
Q2 		$23.4M Sell
80,824
-3,135
-4% -$902K 0.25% 64
2025
Q1 		$25.4M Sell
83,959
-1,723
-2% -$479K 0.29% 48
2024
Q4 		$23.7M Sell
85,682
-2,765
-3% -$785K 0.26% 56
2024
Q3 		$25.5M Sell
88,447
-4,888
-5% -$1.34M 0.28% 55
2024
Q2 		$23.8M Sell
93,335
-2,430
-3% -$624K 0.27% 58
2024
Q1 		$24.8M Sell
95,765
-2,982
-3% -$733K 0.28% 54
2023
Q4 		$22.3M Sell
98,747
-5,470
-5% -$1.2M 0.26% 54
2023
Q3 		$21.7M Sell
104,217
-1,801
-2% -$364K 0.28% 54
2023
Q2 		$20.4M Buy
106,018
+1,832
+2% +$359K 0.25% 61
2023
Q1 		$20.2M Sell
104,186
-4,897
-4% -$1.03M 0.26% 61
2022
Q4 		$24.1M Buy
109,083
+186
+0.2% +$38.7K 0.32% 48
2022
Q3 		$19.8M Buy
108,897
+4,375
+4% +$831K 0.28% 56
2022
Q2 		$20.5M Sell
104,522
-1,906
-2% -$393K 0.27% 61
2022
Q1 		$22.8M Sell
106,428
-1,394
-1% -$283K 0.25% 65
2021
Q4 		$20.8M Buy
+107,822
New +$20.3M 0.22% 74

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

Yousif Capital Management's CB Position: Q2 2026 in Review

Yousif Capital Management reduced its Chubb (CB) stake by 6.7% in Q2 2026, selling an estimated $1.59M and leaving 67,511 shares worth $23M. The position accounts for 0.26% of the portfolio, ranked #57.

Yousif Capital Management first reported a position in CB in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.5M in Q3 2024. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Yousif Capital Management held 67,511 shares of Chubb worth $23M as of Q2 2026.
  • Yousif Capital Management sold 4,875 Chubb shares in Q2 2026, an estimated $1.59M.
  • Chubb made up 0.26% of Yousif Capital Management's portfolio in Q2 2026, its #57 holding.
  • Yousif Capital Management first reported a position in Chubb in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Chubb position peaked at $25.5M in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.