Meridian Investment Counsel’s Chubb CB Stock Holding History

Meridian Investment Counsel’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	$2.72M	Buy	7,990 +806	+11%	+$263K	0.58%	54
2026 Q1	$2.34M	Sell	7,184 -10	-0.1%	-$3.21K	0.56%	58
2025 Q4	$2.25M	Hold	7,194	–	–	0.54%	60
2025 Q3	$2.03M	Buy	7,194 +160	+2%	+$44K	0.5%	60
2025 Q2	$2.04M	Hold	7,034	–	–	0.55%	56
2025 Q1	$2.12M	Hold	7,034	–	–	0.63%	50
2024 Q4	$1.94M	Sell	7,034 -1,569	-18%	-$446K	0.58%	50
2024 Q3	$2.48M	Hold	8,603	–	–	0.75%	37
2024 Q2	$2.19M	Hold	8,603	–	–	0.69%	42
2024 Q1	$2.23M	Hold	8,603	–	–	0.74%	40
2023 Q4	$1.94M	Hold	8,603	–	–	0.67%	46
2023 Q3	$1.79M	Hold	8,603	–	–	0.67%	46
2023 Q2	$1.66M	Hold	8,603	–	–	0.59%	48
2023 Q1	$1.67M	Hold	8,603	–	–	0.63%	47
2022 Q4	$1.9M	Hold	8,603	–	–	0.76%	39
2022 Q3	$1.56M	Hold	8,603	–	–	0.7%	41
2022 Q2	$1.69M	Sell	8,603 -200	-2%	-$41.2K	0.7%	40
2022 Q1	$1.88M	Sell	8,803 -97	-1%	-$19.7K	0.65%	40
2021 Q4	$1.72M	Hold	8,900	–	–	0.57%	48
2021 Q3	$1.54M	Hold	8,900	–	–	0.56%	50
2021 Q2	$1.42M	Hold	8,900	–	–	0.5%	57
2021 Q1	$1.41M	Sell	8,900 -163	-2%	-$26.3K	0.54%	53
2020 Q4	$1.4M	Sell	9,063 -1,500	-14%	-$210K	0.59%	46
2020 Q3	$1.23M	Hold	10,563	–	–	0.59%	45
2020 Q2	$1.34M	Hold	10,563	–	–	0.68%	46
2020 Q1	$1.18M	Hold	10,563	–	–	0.77%	42
2019 Q4	$1.64M	Hold	10,563	–	–	0.81%	39
2019 Q3	$1.71M	Hold	10,563	–	–	0.93%	30
2019 Q2	$1.56M	Buy	10,563 +8	+0.1%	+$1.16K	0.86%	36
2019 Q1	$1.48M	Hold	10,555	–	–	0.86%	36
2018 Q4	$1.36M	Buy	10,555 +132	+1%	+$17.1K	0.89%	37
2018 Q3	$1.39M	Hold	10,423	–	–	0.76%	44
2018 Q2	$1.32M	Hold	10,423	–	–	0.75%	44
2018 Q1	$1.43M	Hold	10,423	–	–	0.81%	40
2017 Q4	$1.52M	Buy	10,423 +963	+10%	+$144K	0.82%	36
2017 Q3	$1.35M	Hold	9,460	–	–	0.78%	42
2017 Q2	$1.38M	Sell	9,460 -125	-1%	-$17.6K	0.82%	40
2017 Q1	$1.31M	Hold	9,585	–	–	0.8%	41
2016 Q4	$1.27M	Sell	9,585 -500	-5%	-$63.8K	0.85%	39
2016 Q3	$1.27M	Hold	10,085	–	–	0.85%	39
2016 Q2	$1.32M	Hold	10,085	–	–	0.9%	39
2016 Q1	$1.2M	Buy	10,085 +461	+5%	+$53K	0.84%	38
2015 Q4	$1.13M	Buy	9,624 +1,040	+12%	+$118K	0.83%	42
2015 Q3	$888K	Sell	8,584 -1,000	-10%	-$105K	0.73%	47
2015 Q2	$975K	Sell	9,584 -60	-0.6%	-$6.46K	0.7%	50
2015 Q1	$1.07M	Buy	9,644 +1,000	+12%	+$112K	0.75%	46
2014 Q4	$993K	Sell	8,644 -1,250	-13%	-$138K	0.72%	47
2014 Q3	$1.04M	Buy	9,894 +1,500	+18%	+$156K	0.78%	44
2014 Q2	$870K	Sell	8,394 -56	-0.7%	-$5.73K	0.67%	53
2014 Q1	$837K	Sell	8,450 -1,000	-11%	-$97K	0.71%	49
2013 Q4	$978K	Buy	+9,450	New	+$928K	0.83%	41

Other funds holding CB

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Meridian Investment Counsel's CB Position: Q2 2026 in Review

Meridian Investment Counsel increased its Chubb (CB) stake by 11% in Q2 2026, buying an estimated $263K and bringing the position to 7,990 shares worth $2.72M. The position accounts for 0.58% of the portfolio, ranked #54.

Meridian Investment Counsel first reported a position in CB in Q4 2013 and has held it in 51 quarters since. 847 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Meridian Investment Counsel held 7,990 shares of Chubb worth $2.72M as of Q2 2026.
Meridian Investment Counsel bought 806 Chubb shares in Q2 2026, an estimated $263K.
Chubb made up 0.58% of Meridian Investment Counsel's portfolio in Q2 2026, its #54 holding.
Meridian Investment Counsel first reported a position in Chubb in Q4 2013 and has held it in 51 quarters since.
847 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.