HC
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Hamilton Capital’s Chubb CB Stock Holding History

Hamilton Capital’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
Q3 		$240K Hold
739
– – 0.01% 133
2026
Q2 		$252K Buy
739
+7
+1% +$2.28K 0.01% 129
2026
Q1 		$238K Buy
732
+69
+10% +$22.1K 0.01% 129
2025
Q4 		$207K Buy
+663
New +$194K 0.01% 151
2023
Q2 		– Sell
-1,071
Closed -$208K – 128
2023
Q1 		$208K Sell
1,071
-134
-11% -$28.2K 0.01% 110
2022
Q4 		$266K Sell
1,205
-37
-3% -$7.7K 0.02% 103
2022
Q3 		$226K Sell
1,242
-186
-13% -$35.3K 0.02% 88
2022
Q2 		$281K Buy
1,428
+23
+2% +$4.74K 0.02% 83
2022
Q1 		$301K Sell
1,405
-1,885
-57% -$383K 0.02% 82
2021
Q4 		$636K Buy
+3,290
New +$618K 0.05% 55

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Hamilton Capital's CB Position: Q3 2026 in Review

Hamilton Capital held its Chubb (CB) position steady in Q3 2026 at 739 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #133.

Hamilton Capital first reported a position in CB in Q4 2021 and has held it in 10 quarters since. The position peaked at $636K in Q4 2021. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Hamilton Capital held 739 shares of Chubb worth $240K as of Q3 2026.
  • Hamilton Capital left its Chubb share count unchanged in Q3 2026.
  • Chubb made up 0.01% of Hamilton Capital's portfolio in Q3 2026, its #133 holding.
  • Hamilton Capital first reported a position in Chubb in Q4 2021 and has held it in 10 quarters since.
  • Hamilton Capital's Chubb position peaked at $636K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.