MIM
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Merrion Investment Management’s Chubb CB Stock Holding History

Merrion 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 		$947K Hold
2,771
– – 0.45% 47
2026
Q1 		$903K Hold
2,771
– – 0.49% 48
2025
Q4 		$868K Hold
2,771
– – 0.47% 45
2025
Q3 		$782K Hold
2,771
– – 0.45% 44
2025
Q2 		$803K Hold
2,771
– – 0.52% 40
2025
Q1 		$839K Hold
2,771
– – 0.6% 39
2024
Q4 		$768K Hold
2,771
– – 0.53% 43
2024
Q3 		$799K Hold
2,771
– – 0.53% 44
2024
Q2 		$709K Hold
2,771
– – 0.49% 44
2024
Q1 		$718K Hold
2,771
– – 0.51% 45
2023
Q4 		$626K Hold
2,771
– – 0.49% 42
2023
Q3 		$579K Hold
2,771
– – 0.5% 41
2023
Q2 		$534K Hold
2,771
– – 0.45% 45
2023
Q1 		$538K Hold
2,771
– – 0.51% 43
2022
Q4 		$614K Hold
2,771
– – 0.57% 37
2022
Q3 		$506K Hold
2,771
– – 0.5% 43
2022
Q2 		$547K Hold
2,771
– – 0.53% 43
2022
Q1 		$592K Hold
2,771
– – 0.43% 48
2021
Q4 		$535K Buy
2,771
+250
+10% +$47K 0.39% 50
2021
Q3 		$437K Hold
2,521
– – 0.33% 61
2021
Q2 		$400K Hold
2,521
– – 0.3% 62
2021
Q1 		$398K Hold
2,521
– – 0.33% 60
2020
Q4 		$388K Buy
+2,521
New +$353K 0.33% 57

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

Merrion Investment Management's CB Position: Q2 2026 in Review

Merrion Investment Management held its Chubb (CB) position steady in Q2 2026 at 2,771 shares worth $947K. The position accounts for 0.45% of the portfolio, ranked #47.

Merrion Investment Management first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 681 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Merrion Investment Management held 2,771 shares of Chubb worth $947K as of Q2 2026.
  • Merrion Investment Management left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.45% of Merrion Investment Management's portfolio in Q2 2026, its #47 holding.
  • Merrion Investment Management first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 681 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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