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Hamel Associates’s Chubb CB Stock Holding History

Hamel Associates’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 		$12.2M Sell
35,931
-319
-0.9% -$104K 3.38% 6
2026
Q1 		$11.8M Sell
36,250
-294
-0.8% -$94.3K 3.37% 8
2025
Q4 		$11.4M Buy
36,544
+205
+0.6% +$59.9K 3.44% 8
2025
Q3 		$10.3M Sell
36,339
-1,205
-3% -$332K 3.15% 9
2025
Q2 		$10.9M Sell
37,544
-699
-2% -$201K 3.68% 7
2025
Q1 		$11.5M Sell
38,243
-440
-1% -$122K 3.93% 4
2024
Q4 		$10.7M Sell
38,683
-695
-2% -$197K 3.44% 6
2024
Q3 		$11.4M Sell
39,378
-535
-1% -$147K 3.47% 5
2024
Q2 		$10.2M Buy
39,913
+575
+1% +$148K 3.21% 8
2024
Q1 		$10.2M Sell
39,338
-90
-0.2% -$22.1K 3.27% 9
2023
Q4 		$8.91M Buy
39,428
+340
+0.9% +$74.4K 3.14% 9
2023
Q3 		$8.14M Hold
39,088
– – 2.97% 10
2023
Q2 		$7.53M Buy
39,088
+4,420
+13% +$866K 2.63% 10
2023
Q1 		$6.73M Hold
34,668
– – 2.33% 13
2022
Q4 		$7.65M Sell
34,668
-885
-2% -$184K 2.66% 10
2022
Q3 		$6.47M Sell
35,553
-100
-0.3% -$19K 2.56% 10
2022
Q2 		$7.01M Sell
35,653
-1,400
-4% -$288K 2.76% 10
2022
Q1 		$7.93M Sell
37,053
-1,349
-4% -$274K 2.82% 10
2021
Q4 		$7.42M Sell
38,402
-10
-0% -$1.88K 2.66% 10
2021
Q3 		$6.66M Sell
38,412
-278
-0.7% -$48.7K 2.6% 11
2021
Q2 		$6.15M Sell
38,690
-675
-2% -$112K 2.34% 14
2021
Q1 		$6.22M Sell
39,365
-900
-2% -$145K 2.4% 14
2020
Q4 		$6.2M Sell
40,265
-100
-0.2% -$14K 2.54% 14
2020
Q3 		$4.69M Buy
40,365
+30
+0.1% +$3.77K 2.08% 18
2020
Q2 		$5.11M Sell
40,335
-1,765
-4% -$205K 2.46% 18
2020
Q1 		$4.7M Buy
+42,100
New +$6.04M 2.48% 16

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

Hamel Associates's CB Position: Q2 2026 in Review

Hamel Associates reduced its Chubb (CB) stake by 0.88% in Q2 2026, selling an estimated $104K and leaving 35,931 shares worth $12.2M. The position accounts for 3.38% of the portfolio, ranked #6.

Hamel Associates first reported a position in CB in Q1 2020 and has held it in 26 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Hamel Associates held 35,931 shares of Chubb worth $12.2M as of Q2 2026.
  • Hamel Associates sold 319 Chubb shares in Q2 2026, an estimated $104K.
  • Chubb made up 3.38% of Hamel Associates's portfolio in Q2 2026, its #6 holding.
  • Hamel Associates first reported a position in Chubb in Q1 2020 and has held it in 26 quarters since.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.