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First Western Trust Bank’s Chubb CB Stock Holding History

First Western Trust Bank’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 		$484K Buy
1,419
+3
+0.2% +$979 0.02% 141
2026
Q1 		$462K Buy
1,416
+10
+0.7% +$3.21K 0.02% 136
2025
Q4 		$439K Buy
+1,406
New +$411K 0.02% 134

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First Western Trust Bank's CB Position: Q2 2026 in Review

First Western Trust Bank increased its Chubb (CB) stake by 0.21% in Q2 2026, buying an estimated $979 and bringing the position to 1,419 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #141.

First Western Trust Bank first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • First Western Trust Bank held 1,419 shares of Chubb worth $484K as of Q2 2026.
  • First Western Trust Bank bought 3 Chubb shares in Q2 2026, an estimated $979.
  • Chubb made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #141 holding.
  • First Western Trust Bank first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.