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JM2 Capital’s Chubb CB Stock Holding History

JM2 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
Q2 		$412K Sell
1,209
-5
-0.4% -$1.63K 0.28% 82
2026
Q1 		$396K Sell
1,214
-8
-0.7% -$2.57K 0.33% 75
2025
Q4 		$381K Buy
+1,222
New +$357K 0.31% 79

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 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

JM2 Capital's CB Position: Q2 2026 in Review

JM2 Capital reduced its Chubb (CB) stake by 0.41% in Q2 2026, selling an estimated $1.63K and leaving 1,209 shares worth $412K. The position accounts for 0.28% of the portfolio, ranked #82.

JM2 Capital first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • JM2 Capital held 1,209 shares of Chubb worth $412K as of Q2 2026.
  • JM2 Capital sold 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.28% of JM2 Capital's portfolio in Q2 2026, its #82 holding.
  • JM2 Capital first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.