Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.28M Sell
13,105
-238
-2% -$76.4K 0.1% 169
2025
Q4
$4.18M Buy
13,343
+1,990
+18% +$582K 0.09% 191
2025
Q3
$3.12M Buy
+11,353
New +$3.12M 0.08% 225
2025
Q1
$3.43M Sell
11,321
-33
-0.3% -$9.17K 0.1% 173
2024
Q4
$3.15M Buy
11,354
+166
+1% +$47.1K 0.1% 174
2024
Q3
$3.24M Sell
11,188
-239
-2% -$65.5K 0.12% 150
2024
Q2
$2.92M Buy
11,427
+5,825
+104% +$1.5M 0.12% 144
2024
Q1
$1.46M Buy
5,602
+107
+2% +$26.3K 0.08% 184
2023
Q4
$1.25M Sell
5,495
-300
-5% -$65.6K 0.08% 202
2023
Q3
$1.21M Sell
5,795
-578
-9% -$117K 0.09% 178
2023
Q2
$1.23M Buy
6,373
+223
+4% +$43.7K 0.09% 180
2023
Q1
$1.2M Sell
6,150
-96
-2% -$20.2K 0.09% 168
2022
Q4
$1.38M Buy
6,246
+323
+5% +$67.2K 0.13% 125
2022
Q3
$1.08M Sell
5,923
-449
-7% -$85.3K 0.1% 145
2022
Q2
$1.26M Buy
6,372
+1,329
+26% +$274K 0.12% 125
2022
Q1
$1.08M Buy
5,043
+233
+5% +$47.4K 0.1% 157
2021
Q4
$934K Buy
4,810
+366
+8% +$68.8K 0.08% 184
2021
Q3
$774K Buy
4,444
+133
+3% +$23.3K 0.07% 197
2021
Q2
$689K Sell
4,311
-50
-1% -$8.29K 0.06% 214
2021
Q1
$692K Buy
4,361
+173
+4% +$27.9K 0.08% 191
2020
Q4
$648K Buy
4,188
+68
+2% +$9.53K 0.07% 191
2020
Q3
$482K Buy
4,120
+130
+3% +$16.3K 0.07% 215
2020
Q2
$508K Sell
3,990
-385
-9% -$44.6K 0.08% 196
2020
Q1
$492K Sell
4,375
-970
-18% -$139K 0.09% 153
2019
Q4
$836K Sell
5,345
-118
-2% -$18.1K 0.15% 114
2019
Q3
$886K Buy
5,463
+575
+12% +$89K 0.17% 104
2019
Q2
$724K Buy
4,888
+86
+2% +$12.4K 0.14% 125
2019
Q1
$676K Buy
4,802
+821
+21% +$109K 0.13% 137
2018
Q4
$517K Sell
3,981
-625
-14% -$80.8K 0.12% 150
2018
Q3
$619K Sell
4,606
-94
-2% -$12.7K 0.13% 149
2018
Q2
$600K Buy
4,700
+241
+5% +$32K 0.13% 149
2018
Q1
$613K Sell
4,459
-244
-5% -$35.3K 0.13% 142
2017
Q4
$688K Sell
4,703
-57
-1% -$8.52K 0.13% 151
2017
Q3
$682K Buy
4,760
+568
+14% +$82.2K 0.14% 143
2017
Q2
$612K Buy
4,192
+793
+23% +$112K 0.14% 153
2017
Q1
$463K Buy
3,399
+124
+4% +$16.7K 0.11% 175
2016
Q4
$433K Sell
3,275
-1,084
-25% -$138K 0.11% 173
2016
Q3
$548K Buy
4,359
+2,413
+124% +$306K 0.12% 152
2016
Q2
$254K Sell
1,946
-8
-0.4% -$986 0.06% 231
2016
Q1
$233K Buy
+1,954
New +$225K 0.06% 275

Other funds holding CB

Caprock Group's CB Position: Q1 2026 in Review

Caprock Group reduced its Chubb (CB) stake by 1.8% in Q1 2026, selling an estimated $76.4K and leaving 13,105 shares worth $4.28M. The position accounts for 0.1% of the portfolio, ranked #169.

Caprock Group first reported a position in CB in Q1 2016 and has held it in 40 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Caprock Group held 13,105 shares of Chubb worth $4.28M as of Q1 2026.
  • Caprock Group sold 238 Chubb shares in Q1 2026, an estimated $76.4K.
  • Chubb made up 0.1% of Caprock Group's portfolio in Q1 2026, its #169 holding.
  • Caprock Group first reported a position in Chubb in Q1 2016 and has held it in 40 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.