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Lawson Kroeker Investment Management’s Chubb CB Stock Holding History

Lawson Kroeker 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 		$11.6M Sell
34,062
-180
-0.5% -$58.7K 3.22% 10
2026
Q1 		$11.2M Sell
34,242
-155
-0.5% -$49.7K 3.25% 9
2025
Q4 		$10.7M Sell
34,397
-14,124
-29% -$4.13M 3.19% 10
2025
Q3 		$13.7M Buy
+48,521
New +$13.4M 2.5% 12

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

Lawson Kroeker Investment Management's CB Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Chubb (CB) stake by 0.53% in Q2 2026, selling an estimated $58.7K and leaving 34,062 shares worth $11.6M. The position accounts for 3.22% of the portfolio, ranked #10.

Lawson Kroeker Investment Management first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.7M in Q3 2025. 1,257 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Lawson Kroeker Investment Management held 34,062 shares of Chubb worth $11.6M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 180 Chubb shares in Q2 2026, an estimated $58.7K.
  • Chubb made up 3.22% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #10 holding.
  • Lawson Kroeker Investment Management first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Lawson Kroeker Investment Management's Chubb position peaked at $13.7M in Q3 2025.
  • 1,257 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.