HCM
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HMS Capital Management’s Chubb CB Stock Holding History

HMS Capital Management’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 		$342K Sell
1,005
-9
-0.9% -$2.94K 0.13% 101
2026
Q1 		$330K Sell
1,014
-773
-43% -$248K 0.13% 99
2025
Q4 		$558K Hold
1,787
– – 0.23% 68
2025
Q3 		$504K Sell
1,787
-591
-25% -$163K 0.21% 71
2025
Q2 		$689K Sell
2,378
-153
-6% -$44K 0.31% 57
2025
Q1 		$694K Sell
2,531
-7,935
-76% -$2.2M 0.39% 50
2024
Q4 		$2.89M Sell
10,466
-9
-0.1% -$2.56K 1.4% 15
2024
Q3 		$3.02M Sell
10,475
-88
-0.8% -$24.1K 1.48% 14
2024
Q2 		$2.69M Buy
10,563
+844
+9% +$217K 1.4% 18
2024
Q1 		$2.52M Sell
9,719
-828
-8% -$204K 1.4% 16
2023
Q4 		$2.38M Sell
10,547
-60
-0.6% -$13.1K 1.47% 12
2023
Q3 		$2.21M Sell
10,607
-550
-5% -$111K 1.46% 12
2023
Q2 		$2.15M Sell
11,157
-280
-2% -$54.9K 1.3% 15
2023
Q1 		$2.22M Sell
11,437
-943
-8% -$198K 1.4% 13
2022
Q4 		$2.73M Sell
12,380
-625
-5% -$130K 1.56% 10
2022
Q3 		$2.37M Sell
13,005
-365
-3% -$69.3K 1.44% 11
2022
Q2 		$2.63M Buy
13,370
+1,691
+14% +$348K 1.32% 12
2022
Q1 		$2.5M Buy
11,679
+8,596
+279% +$1.75M 1.05% 17
2021
Q4 		$596K Buy
3,083
+474
+18% +$89K 0.26% 76
2021
Q3 		$453K Buy
2,609
+132
+5% +$23.1K 0.21% 94
2021
Q2 		$394K Buy
2,477
+275
+12% +$45.6K 0.18% 108
2021
Q1 		$348K Buy
2,202
+704
+47% +$113K 0.15% 100
2020
Q4 		$231K Buy
+1,498
New +$210K 0.11% 128
2019
Q3 		– Sell
-700
Closed -$103K – 220
2019
Q2 		$103K Buy
+700
New +$101K 0.04% 173

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

HMS Capital Management's CB Position: Q2 2026 in Review

HMS Capital Management reduced its Chubb (CB) stake by 0.89% in Q2 2026, selling an estimated $2.94K and leaving 1,005 shares worth $342K. The position accounts for 0.13% of the portfolio, ranked #101.

HMS Capital Management first reported a position in CB in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.02M in Q3 2024. 465 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • HMS Capital Management held 1,005 shares of Chubb worth $342K as of Q2 2026.
  • HMS Capital Management sold 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.13% of HMS Capital Management's portfolio in Q2 2026, its #101 holding.
  • HMS Capital Management first reported a position in Chubb in Q2 2019 and has held it in 24 quarters since.
  • HMS Capital Management's Chubb position peaked at $3.02M in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.