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Dorato Capital Management’s Chubb CB Stock Holding History

Dorato Capital Management’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 		$359K Hold
1,033
– – 0.24% 81
2026
Q1 		$344K Hold
1,033
– – 0.25% 82
2025
Q4 		$311K Buy
+1,033
New +$302K 0.23% 86

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Dorato Capital Management's CB Position: Q2 2026 in Review

Dorato Capital Management held its Chubb (CB) position steady in Q2 2026 at 1,033 shares worth $359K. The position accounts for 0.24% of the portfolio, ranked #81.

Dorato Capital Management first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 1,281 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Dorato Capital Management held 1,033 shares of Chubb worth $359K as of Q2 2026.
  • Dorato Capital Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.24% of Dorato Capital Management's portfolio in Q2 2026, its #81 holding.
  • Dorato Capital Management first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.