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Indiana Trust & Investment Management’s Chubb CB Stock Holding History

Indiana Trust & Investment 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 		$107K Hold
313
– – 0.03% 229
2026
Q1 		$102K Hold
313
– – 0.03% 229
2025
Q4 		$97.7K Hold
313
– – 0.03% 228
2025
Q3 		$88.3K Hold
313
– – 0.03% 244
2025
Q2 		$90.7K Hold
313
– – 0.03% 242
2025
Q1 		$94.5K Hold
313
– – 0.03% 229
2024
Q4 		$86.5K Hold
313
– – 0.03% 241
2024
Q3 		$90.3K Hold
313
– – 0.03% 243
2024
Q2 		$79.8K Hold
313
– – 0.03% 242
2024
Q1 		$81.1K Sell
313
-55
-15% -$13.5K 0.03% 238
2023
Q4 		$83.2K Buy
368
+40
+12% +$8.75K 0.04% 221
2023
Q3 		$68.3K Buy
+328
New +$66.3K 0.03% 228

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Indiana Trust & Investment Management's CB Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Chubb (CB) position steady in Q2 2026 at 313 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #229.

Indiana Trust & Investment Management first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 931 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Indiana Trust & Investment Management held 313 shares of Chubb worth $107K as of Q2 2026.
  • Indiana Trust & Investment Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #229 holding.
  • Indiana Trust & Investment Management first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 931 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.