DB Fitzpatrick & Co’s Chubb CB Stock Holding History

DB Fitzpatrick & Co’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	$1.64M	Sell	4,807 -84	-2%	-$27.4K	1.32%	23
2026 Q1	$1.59M	Buy	4,891 +96	+2%	+$30.8K	1.36%	15
2025 Q4	$1.5M	Buy	4,795 +6	+0.1%	+$1.75K	1.33%	18
2025 Q3	$1.35M	Sell	4,789 -96	-2%	-$26.4K	1.22%	24
2025 Q2	$1.42M	Buy	4,885 +44	+0.9%	+$12.7K	1.26%	22
2025 Q1	$1.46M	Sell	4,841 -611	-11%	-$170K	1.39%	14
2024 Q4	$1.51M	Sell	5,452 -382	-7%	-$108K	1.38%	19
2024 Q3	$1.68M	Sell	5,834 -112	-2%	-$30.7K	1.48%	17
2024 Q2	$1.52M	Sell	5,946 -51	-0.9%	-$13.1K	1.4%	20
2024 Q1	$1.55M	Sell	5,997 -327	-5%	-$80.4K	1.43%	18
2023 Q4	$1.43M	Sell	6,324 -40	-0.6%	-$8.75K	1.37%	23
2023 Q3	$1.32M	Buy	6,364 +118	+2%	+$23.9K	1.42%	18
2023 Q2	$1.2M	Sell	6,246 -277	-4%	-$54.3K	1.27%	26
2023 Q1	$1.27M	Buy	+6,523	New	+$1.37M	1.37%	24

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DB Fitzpatrick & Co's CB Position: Q2 2026 in Review

DB Fitzpatrick & Co reduced its Chubb (CB) stake by 1.7% in Q2 2026, selling an estimated $27.4K and leaving 4,807 shares worth $1.64M. The position accounts for 1.32% of the portfolio, ranked #23.

DB Fitzpatrick & Co first reported a position in CB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.68M in Q3 2024. 1,003 funds tracked by Wall St. Rank hold CB as of Q2 2026.

DB Fitzpatrick & Co held 4,807 shares of Chubb worth $1.64M as of Q2 2026.
DB Fitzpatrick & Co sold 84 Chubb shares in Q2 2026, an estimated $27.4K.
Chubb made up 1.32% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #23 holding.
DB Fitzpatrick & Co first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
DB Fitzpatrick & Co's Chubb position peaked at $1.68M in Q3 2024.
1,003 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.