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Berkshire Bank’s Chubb CB Stock Holding History

Berkshire Bank’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 		$4.21M Sell
12,358
-978
-7% -$319K 0.81% 30
2026
Q1 		$4.35M Sell
13,336
-557
-4% -$179K 0.89% 29
2025
Q4 		$4.34M Sell
13,893
-406
-3% -$119K 0.88% 29
2025
Q3 		$4.04M Sell
14,299
-710
-5% -$195K 0.87% 27
2025
Q2 		$4.35M Sell
15,009
-332
-2% -$95.5K 0.99% 24
2025
Q1 		$4.63M Sell
15,341
-365
-2% -$101K 1.13% 21
2024
Q4 		$4.34M Sell
15,706
-215
-1% -$61.1K 1.01% 23
2024
Q3 		$4.59M Sell
15,921
-474
-3% -$130K 1.08% 22
2024
Q2 		$4.18M Sell
16,395
-376
-2% -$96.6K 1.05% 23
2024
Q1 		$4.35M Sell
16,771
-849
-5% -$209K 1.08% 23
2023
Q4 		$3.98M Sell
17,620
-329
-2% -$71.9K 1.05% 26
2023
Q3 		$3.74M Sell
17,949
-187
-1% -$37.8K 1.08% 23
2023
Q2 		$3.49M Sell
18,136
-281
-2% -$55.1K 0.96% 27
2023
Q1 		$3.58M Sell
18,417
-486
-3% -$102K 1.06% 23
2022
Q4 		$4.17M Sell
18,903
-2,162
-10% -$450K 1.28% 18
2022
Q3 		$3.83M Sell
21,065
-175
-0.8% -$33.2K 1.17% 22
2022
Q2 		$4.17M Sell
21,240
-87
-0.4% -$17.9K 1.22% 20
2022
Q1 		$4.56M Sell
21,327
-55
-0.3% -$11.2K 1.08% 23
2021
Q4 		$4.13M Buy
21,382
+399
+2% +$75K 0.92% 32
2021
Q3 		$3.64M Sell
20,983
-173
-0.8% -$30.3K 0.89% 32
2021
Q2 		$3.36M Sell
21,156
-252
-1% -$41.8K 0.81% 35
2021
Q1 		$3.38M Sell
21,408
-598
-3% -$96.4K 0.85% 32
2020
Q4 		$3.39M Sell
22,006
-305
-1% -$42.8K 0.84% 29
2020
Q3 		$2.59M Buy
+22,311
New +$2.8M 0.69% 37

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

Berkshire Bank's CB Position: Q2 2026 in Review

Berkshire Bank reduced its Chubb (CB) stake by 7.3% in Q2 2026, selling an estimated $319K and leaving 12,358 shares worth $4.21M. The position accounts for 0.81% of the portfolio, ranked #30.

Berkshire Bank first reported a position in CB in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.63M in Q1 2025. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Berkshire Bank held 12,358 shares of Chubb worth $4.21M as of Q2 2026.
  • Berkshire Bank sold 978 Chubb shares in Q2 2026, an estimated $319K.
  • Chubb made up 0.81% of Berkshire Bank's portfolio in Q2 2026, its #30 holding.
  • Berkshire Bank first reported a position in Chubb in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Chubb position peaked at $4.63M in Q1 2025.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.