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Liberty Capital Management’s Chubb CB Stock Holding History

Liberty 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 		$5.68M Buy
+16,672
New +$5.44M 0.98% 33
2025
Q4 		$5.21M Sell
16,707
-70
-0.4% -$20.5K 0.97% 33
2025
Q3 		$4.74M Hold
16,777
– – 0.89% 36
2025
Q2 		$4.86M Hold
16,777
– – 0.98% 34
2025
Q1 		$5.07M Buy
16,777
+48
+0.3% +$13.3K 1.13% 29
2024
Q4 		$4.62M Hold
16,729
– – 1.03% 32
2024
Q3 		$4.82M Sell
16,729
-53
-0.3% -$14.5K 1.07% 30
2024
Q2 		$4.28M Buy
16,782
+96
+0.6% +$24.7K 1.02% 32
2024
Q1 		$4.32M Sell
16,686
-345
-2% -$84.8K 1.07% 33
2023
Q4 		$3.85M Sell
17,031
-526
-3% -$115K 1.01% 35
2023
Q3 		$3.66M Hold
17,557
– – 1.08% 31
2023
Q2 		$3.38M Buy
17,557
+116
+0.7% +$22.7K 1.01% 33
2023
Q1 		$3.39M Hold
17,441
– – 1.11% 32
2022
Q4 		$3.85M Sell
17,441
-120
-0.7% -$25K 1.33% 24
2022
Q3 		$3.19M Buy
17,561
+120
+0.7% +$22.8K 1.2% 26
2022
Q2 		$3.43M Sell
17,441
-526
-3% -$108K 1.22% 27
2022
Q1 		$3.84M Sell
17,967
-40
-0.2% -$8.13K 1.12% 30
2021
Q4 		$3.48M Buy
18,007
+30
+0.2% +$5.63K 0.94% 33
2021
Q3 		$3.12M Sell
17,977
-279
-2% -$48.9K 0.92% 37
2021
Q2 		$2.9M Sell
18,256
-235
-1% -$38.9K 0.88% 37
2021
Q1 		$2.92M Sell
18,491
-2,666
-13% -$430K 1.01% 36
2020
Q4 		$3.26M Buy
+21,157
New +$2.97M 1.18% 28
2020
Q2 		$2.77M Sell
21,916
-1,508
-6% -$175K 1.2% 28
2020
Q1 		$2.62M Sell
23,424
-271
-1% -$38.9K 1.37% 25
2019
Q4 		$3.69M Hold
23,695
– – 1.52% 25
2019
Q3 		$3.83M Buy
23,695
+385
+2% +$59.6K 1.69% 21
2019
Q2 		$3.43M Sell
23,310
-205
-0.9% -$29.6K 1.54% 23
2019
Q1 		$3.29M Hold
23,515
– – 1.66% 20
2018
Q4 		$3.04M Sell
23,515
-1,495
-6% -$193K 1.87% 20
2018
Q3 		$3.34M Buy
25,010
+3,777
+18% +$511K 1.75% 20
2018
Q2 		$2.7M Buy
21,233
+662
+3% +$88K 1.58% 25
2018
Q1 		$2.81M Buy
20,571
+242
+1% +$35K 1.7% 24
2017
Q4 		$2.96M Buy
20,329
+300
+1% +$44.8K 1.57% 24
2017
Q3 		$3.08M Buy
20,029
+980
+5% +$142K 1.69% 20
2017
Q2 		$2.75M Buy
19,049
+40
+0.2% +$5.63K 1.67% 24
2017
Q1 		$2.59M Buy
19,009
+570
+3% +$76.7K 1.56% 23
2016
Q4 		$2.43M Buy
18,439
+1,472
+9% +$188K 1.58% 24
2016
Q3 		$2.09M Buy
16,967
+2,689
+19% +$341K 1.36% 27
2016
Q2 		$1.87M Buy
14,278
+935
+7% +$115K 1.26% 33
2016
Q1 		$1.59M Buy
13,343
+740
+6% +$85K 1.19% 33
2015
Q4 		$1.47M Buy
+12,603
New +$1.43M 1.11% 39

Other funds holding CB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

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

Liberty Capital Management opened a new position in Chubb (CB) in Q2 2026: 16,672 shares worth $5.68M. The stake represents 0.98% of the portfolio and ranks #33 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in CB as recently as Q4 2025.

Liberty Capital Management first reported a position in CB in Q4 2015 and has held it in 41 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Liberty Capital Management held 16,672 shares of Chubb worth $5.68M as of Q2 2026.
  • Chubb was a new Liberty Capital Management position in Q2 2026.
  • Chubb made up 0.98% of Liberty Capital Management's portfolio in Q2 2026, its #33 holding.
  • Liberty Capital Management first reported a position in Chubb in Q4 2015 and has held it in 41 quarters since.
  • 977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.