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HM Payson & Co’s Chubb CB Stock Holding History

HM Payson & Co’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 		$2.83M Buy
8,308
+560
+7% +$183K 0.04% 148
2026
Q1 		$2.53M Sell
7,748
-209
-3% -$67.1K 0.04% 149
2025
Q4 		$2.48M Sell
7,957
-320
-4% -$93.6K 0.04% 146
2025
Q3 		$2.34M Buy
8,277
+346
+4% +$95.2K 0.03% 145
2025
Q2 		$2.3M Sell
7,931
-1,240
-14% -$357K 0.04% 145
2025
Q1 		$2.77M Buy
9,171
+727
+9% +$202K 0.05% 137
2024
Q4 		$2.33M Sell
8,444
-109
-1% -$31K 0.04% 143
2024
Q3 		$2.47M Buy
8,553
+555
+7% +$152K 0.04% 144
2024
Q2 		$2.04M Buy
7,998
+2,460
+44% +$632K 0.04% 150
2024
Q1 		$1.44M Buy
5,538
+2,930
+112% +$720K 0.03% 184
2023
Q4 		$589K Sell
2,608
-37
-1% -$8.09K 0.01% 260
2023
Q3 		$551K Sell
2,645
-140
-5% -$28.3K 0.01% 252
2023
Q2 		$536K Buy
2,785
+579
+26% +$113K 0.01% 251
2023
Q1 		$428K Hold
2,206
– – 0.01% 268
2022
Q4 		$487K Buy
2,206
+181
+9% +$37.7K 0.01% 251
2022
Q3 		$368K Buy
2,025
+77
+4% +$14.6K 0.01% 276
2022
Q2 		$383K Sell
1,948
-350
-15% -$72.1K 0.01% 278
2022
Q1 		$492K Sell
2,298
-43
-2% -$8.74K 0.01% 272
2021
Q4 		$453K Sell
2,341
-308
-12% -$57.9K 0.01% 288
2021
Q3 		$460K Sell
2,649
-1,820
-41% -$319K 0.01% 285
2021
Q2 		$710K Sell
4,469
-562
-11% -$93.1K 0.02% 234
2021
Q1 		$795K Buy
5,031
+3,377
+204% +$544K 0.02% 226
2020
Q4 		$255K Buy
1,654
+65
+4% +$9.11K 0.01% 352
2020
Q3 		$185K Buy
1,589
+318
+25% +$39.9K 0.01% 368
2020
Q2 		$161K Hold
1,271
– – 0.01% 372
2020
Q1 		$142K Sell
1,271
-309
-20% -$44.3K 0.01% 371
2019
Q4 		$246K Buy
1,580
+15
+1% +$2.29K 0.01% 356
2019
Q3 		$253K Sell
1,565
-258
-14% -$39.9K 0.01% 348
2019
Q2 		$269K Buy
+1,823
New +$263K 0.01% 350
2018
Q3 		– Sell
-2,169
Closed -$275K – 329
2018
Q2 		$275K Buy
+2,169
New +$288K 0.01% 288
2018
Q1 		– Sell
-2,005
Closed -$293K – 341
2017
Q4 		$293K Buy
2,005
+556
+38% +$83.1K 0.01% 289
2017
Q3 		$207K Sell
1,449
-778
-35% -$113K 0.01% 309
2017
Q2 		$324K Buy
+2,227
New +$313K 0.01% 267
2017
Q1 		– Sell
-2,075
Closed -$274K – 338
2016
Q4 		$274K Hold
2,075
– – 0.01% 277
2016
Q3 		$260K Buy
+2,075
New +$263K 0.01% 275
2016
Q2 		– Sell
-2,391
Closed -$285K – 328
2016
Q1 		$285K Buy
+2,391
New +$275K 0.01% 263

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HM Payson & Co's CB Position: Q2 2026 in Review

HM Payson & Co increased its Chubb (CB) stake by 7.2% in Q2 2026, buying an estimated $183K and bringing the position to 8,308 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #148.

HM Payson & Co first reported a position in CB in Q1 2016 and has held it in 36 quarters since. 437 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • HM Payson & Co held 8,308 shares of Chubb worth $2.83M as of Q2 2026.
  • HM Payson & Co bought 560 Chubb shares in Q2 2026, an estimated $183K.
  • Chubb made up 0.04% of HM Payson & Co's portfolio in Q2 2026, its #148 holding.
  • HM Payson & Co first reported a position in Chubb in Q1 2016 and has held it in 36 quarters since.
  • 437 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.