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Bigelow Investment Advisors’s Chubb CB Stock Holding History

Bigelow Investment Advisors’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 		$221K Hold
650
– – 0.08% 153
2026
Q1 		$212K Hold
650
– – 0.08% 149
2025
Q4 		$203K Buy
+650
New +$190K 0.08% 147
2025
Q2 		– Sell
-673
Closed -$203K – 148
2025
Q1 		$203K Buy
+673
New +$187K 0.1% 145
2021
Q1 		– Sell
-1,470
Closed -$226K – 139
2020
Q4 		$226K Buy
+1,470
New +$206K 0.12% 133
2020
Q3 		– Sell
-1,604
Closed -$203K – 139
2020
Q2 		$203K Buy
+1,604
New +$186K 0.13% 135
2020
Q1 		– Sell
-1,736
Closed -$270K – 136
2019
Q4 		$270K Hold
1,736
– – 0.16% 136
2019
Q3 		$280K Sell
1,736
-39
-2% -$6.03K 0.18% 129
2019
Q2 		$261K Sell
1,775
-62
-3% -$8.95K 0.17% 134
2019
Q1 		$257K Sell
1,837
-133
-7% -$17.7K 0.18% 134
2018
Q4 		$254K Sell
1,970
-57
-3% -$7.37K 0.19% 129
2018
Q3 		$271K Sell
2,027
-437
-18% -$59.1K 0.18% 126
2018
Q2 		$313K Sell
2,464
-111
-4% -$14.8K 0.21% 121
2018
Q1 		$352K Sell
2,575
-146
-5% -$21.1K 0.24% 116
2017
Q4 		$398K Buy
+2,721
New +$407K 0.4% 68

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

Bigelow Investment Advisors's CB Position: Q2 2026 in Review

Bigelow Investment Advisors held its Chubb (CB) position steady in Q2 2026 at 650 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #153.

Bigelow Investment Advisors first reported a position in CB in Q4 2017 and has held it in 15 quarters since. The position peaked at $398K in Q4 2017. 975 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Bigelow Investment Advisors held 650 shares of Chubb worth $221K as of Q2 2026.
  • Bigelow Investment Advisors left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.08% of Bigelow Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Bigelow Investment Advisors first reported a position in Chubb in Q4 2017 and has held it in 15 quarters since.
  • Bigelow Investment Advisors's Chubb position peaked at $398K in Q4 2017.
  • 975 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.