MBTD
CB icon

Mechanics Bank - Trust Department’s Chubb CB Stock Holding History

Mechanics Bank - Trust Department’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 		$249K Hold
730
– – 0.03% 193
2026
Q1 		$238K Buy
+730
New +$234K 0.03% 188

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Mechanics Bank - Trust Department's CB Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its Chubb (CB) position steady in Q2 2026 at 730 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #193.

Mechanics Bank - Trust Department first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Mechanics Bank - Trust Department held 730 shares of Chubb worth $249K as of Q2 2026.
  • Mechanics Bank - Trust Department left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #193 holding.
  • Mechanics Bank - Trust Department first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.