FCT
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Family Capital Trust’s Chubb CB Stock Holding History

Family Capital Trust’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 		$3.49M Buy
10,245
+8,925
+676% +$2.91M 1.14% 31
2026
Q1 		$430K Buy
+1,320
New +$424K 0.16% 53

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

Family Capital Trust's CB Position: Q2 2026 in Review

Family Capital Trust increased its Chubb (CB) stake by 676% in Q2 2026, buying an estimated $2.91M and bringing the position to 10,245 shares worth $3.49M. The position accounts for 1.14% of the portfolio, ranked #31.

Family Capital Trust first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Family Capital Trust held 10,245 shares of Chubb worth $3.49M as of Q2 2026.
  • Family Capital Trust bought 8,925 Chubb shares in Q2 2026, an estimated $2.91M.
  • Chubb made up 1.14% of Family Capital Trust's portfolio in Q2 2026, its #31 holding.
  • Family Capital Trust first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.