Baker Ellis Asset Management’s Chubb CB Stock Holding History

Baker Ellis Asset 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	$823K	Buy	2,414 +540	+29%	+$176K	0.09%	139
2026 Q1	$611K	Sell	1,874 -55	-3%	-$17.6K	0.07%	146
2025 Q4	$602K	Sell	1,929 -175	-8%	-$51.2K	0.07%	147
2025 Q3	$594K	Sell	2,104 -250	-11%	-$68.8K	0.07%	144
2025 Q2	$682K	Buy	2,354 +5	+0.2%	+$1.44K	0.09%	125
2025 Q1	$709K	Buy	2,349 +390	+20%	+$108K	0.1%	129
2024 Q4	$541K	Buy	1,959 +25	+1%	+$7.1K	0.08%	137
2024 Q3	$558K	Buy	+1,934	New	+$530K	0.08%	142

Other funds holding CB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Baker Ellis Asset Management's CB Position: Q2 2026 in Review

Baker Ellis Asset Management increased its Chubb (CB) stake by 29% in Q2 2026, buying an estimated $176K and bringing the position to 2,414 shares worth $823K. The position accounts for 0.09% of the portfolio, ranked #139.

Baker Ellis Asset Management first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 1,085 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Baker Ellis Asset Management held 2,414 shares of Chubb worth $823K as of Q2 2026.
Baker Ellis Asset Management bought 540 Chubb shares in Q2 2026, an estimated $176K.
Chubb made up 0.09% of Baker Ellis Asset Management's portfolio in Q2 2026, its #139 holding.
Baker Ellis Asset Management first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
1,085 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.