HMS Capital Management
CB icon

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
Q3 		$210K Sell
646
-359
-36% -$124K 0.08% 124
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 		$2.36M 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

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Troy Asset Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

HMS Capital Management's CB Position: Q3 2026 in Review

HMS Capital Management reduced its Chubb (CB) stake by 36% in Q3 2026, selling an estimated $124K and leaving 646 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #124.

HMS Capital Management first reported a position in CB in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.02M in Q3 2024. 910 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • HMS Capital Management held 646 shares of Chubb worth $210K as of Q3 2026.
  • HMS Capital Management sold 359 Chubb shares in Q3 2026, an estimated $124K.
  • Chubb made up 0.08% of HMS Capital Management's portfolio in Q3 2026, its #124 holding.
  • HMS Capital Management first reported a position in Chubb in Q2 2019 and has held it in 25 quarters since.
  • HMS Capital Management's Chubb position peaked at $3.02M in Q3 2024.
  • 910 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.