Copeland Capital Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-54
| Closed | -$15.2K | – | 299 |
|
|
2025
Q3 | $15.2K | Hold |
54
| – | – | ﹤0.01% | 238 |
|
|
2025
Q2 | $15.6K | Hold |
54
| – | – | ﹤0.01% | 226 |
|
|
2025
Q1 | $16.3K | Hold |
54
| – | – | ﹤0.01% | 227 |
|
|
2024
Q4 | $14.9K | Hold |
54
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $15.6K | Buy |
+54
| New | +$14.8K | ﹤0.01% | 215 |
|
|
2024
Q2 | – | Sell |
-143
| Closed | -$37.1K | – | 165 |
|
|
2024
Q1 | $37.1K | Buy |
143
+39
| +38% | +$9.59K | ﹤0.01% | 168 |
|
|
2023
Q4 | $23.5K | Buy |
104
+16
| +18% | +$3.5K | ﹤0.01% | 200 |
|
|
2023
Q3 | $18.3K | Buy |
88
+24
| +38% | +$4.85K | ﹤0.01% | 210 |
|
|
2023
Q2 | $12.3K | Hold |
64
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $12K | Sell |
64
-22
| -26% | -$4.62K | ﹤0.01% | 210 |
|
|
2022
Q4 | $19K | Hold |
86
| – | – | ﹤0.01% | 209 |
|
|
2022
Q3 | $16K | Buy |
86
+14
| +19% | +$2.66K | ﹤0.01% | 211 |
|
|
2022
Q2 | $14K | Hold |
72
| – | – | ﹤0.01% | 214 |
|
|
2022
Q1 | $15K | Sell |
72
-18
| -20% | -$3.66K | ﹤0.01% | 212 |
|
|
2021
Q4 | $17K | Hold |
90
| – | – | ﹤0.01% | 209 |
|
|
2021
Q3 | $16K | Sell |
90
-23
| -20% | -$4.03K | ﹤0.01% | 207 |
|
|
2021
Q2 | $18K | Buy |
113
+4
| +4% | +$663 | ﹤0.01% | 204 |
|
|
2021
Q1 | $17K | Hold |
109
| – | – | ﹤0.01% | 206 |
|
|
2020
Q4 | $17K | Hold |
109
| – | – | ﹤0.01% | 199 |
|
|
2020
Q3 | $13K | Buy |
+109
| New | +$13.7K | ﹤0.01% | 189 |
|
|
2017
Q2 | – | Sell |
-3,068
| Closed | -$425K | – | 134 |
|
|
2017
Q1 | $425K | Sell |
3,068
-40,975
| -93% | -$5.51M | 0.03% | 121 |
|
|
2016
Q4 | $5.82M | Buy |
44,043
+32,103
| +269% | +$4.09M | 0.38% | 98 |
|
|
2016
Q3 | $1.5M | Sell |
11,940
-338
| -3% | -$42.9K | 0.1% | 119 |
|
|
2016
Q2 | $1.6M | Sell |
12,278
-374
| -3% | -$46.1K | 0.11% | 116 |
|
|
2016
Q1 | $1.51M | Buy |
12,652
+6,954
| +122% | +$799K | 0.1% | 118 |
|
|
2015
Q4 | $666K | Hold |
5,698
| – | – | 0.04% | 148 |
|
|
2015
Q3 | $589K | Sell |
5,698
-6,311
| -53% | -$660K | 0.04% | 138 |
|
|
2015
Q2 | $1.22M | Sell |
12,009
-114,495
| -91% | -$12.3M | 0.06% | 130 |
|
|
2015
Q1 | $14.1M | Buy |
126,504
+5,299
| +4% | +$596K | 0.94% | 47 |
|
|
2014
Q4 | $13.9M | Buy |
121,205
+109,721
| +955% | +$12.1M | 1.01% | 47 |
|
|
2014
Q3 | $1.2M | Buy |
11,484
+2,037
| +22% | +$212K | 0.12% | 67 |
|
|
2014
Q2 | $980K | Buy |
9,447
+2,242
| +31% | +$230K | 0.11% | 79 |
|
|
2014
Q1 | $714K | Buy |
7,205
+4,055
| +129% | +$393K | 0.09% | 87 |
|
|
2013
Q4 | $326K | Hold |
3,150
| – | – | 0.04% | 102 |
|
|
2013
Q3 | $295K | Buy |
+3,150
| New | +$288K | 0.05% | 90 |
|
Other funds holding CB
Copeland Capital Management's CB Position: Q4 2025 in Review
Copeland Capital Management sold out of Chubb (CB) in Q4 2025, closing a stake of 54 shares — an estimated $15.2K sold.
Copeland Capital Management first reported a position in CB in Q3 2013 and held it in 35 quarters. The position peaked at $14.1M in Q1 2015. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.
- Copeland Capital Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
- Copeland Capital Management sold 54 Chubb shares in Q4 2025, an estimated $15.2K.
- Copeland Capital Management first reported a position in Chubb in Q3 2013 and held it in 35 quarters.
- Copeland Capital Management's Chubb position peaked at $14.1M in Q1 2015.
- 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.
Based on Copeland Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.