Patten Group’s Chubb CB Stock Holding History

Patten Group’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 Q1	$3.84M	Sell	11,767 -1	-0%	-$321	0.67%	34
2025 Q4	$3.67M	Sell	11,768 -38	-0.3%	-$11.1K	0.68%	33
2025 Q3	$3.33M	Sell	11,806 -20	-0.2%	-$5.5K	0.65%	38
2025 Q2	$3.43M	Hold	11,826	–	–	0.72%	29
2025 Q1	$3.57M	Sell	11,826 -655	-5%	-$182K	0.82%	29
2024 Q4	$3.45M	Sell	12,481 -32	-0.3%	-$9.09K	0.76%	27
2024 Q3	$3.61M	Sell	12,513 -302	-2%	-$82.8K	0.8%	26
2024 Q2	$3.27M	Sell	12,815 -78	-0.6%	-$20K	0.77%	29
2024 Q1	$3.34M	Sell	12,893 -9	-0.1%	-$2.21K	0.82%	29
2023 Q4	$2.92M	Buy	12,902 +21	+0.2%	+$4.59K	0.79%	34
2023 Q3	$2.68M	Sell	12,881 -6	-0%	-$1.21K	0.8%	33
2023 Q2	$2.48M	Buy	12,887 +544	+4%	+$107K	0.37%	38
2023 Q1	$2.4M	Buy	12,343 +1,156	+10%	+$243K	0.72%	36
2022 Q4	$2.47M	Sell	11,187 -399	-3%	-$83K	0.78%	34
2022 Q3	$2.14M	Buy	11,586 +308	+3%	+$58.5K	0.74%	32
2022 Q2	$2.19M	Sell	11,278 -365	-3%	-$75.2K	0.7%	37
2022 Q1	$2.49M	Sell	11,643 -264	-2%	-$53.6K	0.7%	33
2021 Q4	$2.3M	Buy	11,907 +26	+0.2%	+$4.88K	0.61%	44
2021 Q3	$2.06M	Buy	11,881 +377	+3%	+$66.1K	0.61%	45
2021 Q2	$1.83M	Buy	11,504 +136	+1%	+$22.5K	0.54%	54
2021 Q1	$1.8M	Buy	11,368 +86	+0.8%	+$13.9K	0.58%	50
2020 Q4	$1.74M	Sell	11,282 -1,367	-11%	-$192K	0.47%	50
2020 Q3	$1.47M	Sell	12,649 -50	-0.4%	-$6.28K	0.57%	48
2020 Q2	$1.61M	Sell	12,699 -120	-0.9%	-$13.9K	0.69%	37
2020 Q1	$1.43M	Sell	12,819 -1,966	-13%	-$282K	0.74%	37
2019 Q4	$2.3M	Sell	14,785 -1,150	-7%	-$176K	0.86%	30
2019 Q3	$2.57M	Buy	15,935 +184	+1%	+$28.5K	1.05%	23
2019 Q2	$2.32M	Sell	15,751 -1,481	-9%	-$214K	0.95%	30
2019 Q1	$2.41M	Sell	17,232 -752	-4%	-$100K	1.04%	24
2018 Q4	$2.32M	Sell	17,984 -373	-2%	-$48.2K	1.1%	21
2018 Q3	$2.45M	Sell	18,357 -895	-5%	-$121K	0.94%	28
2018 Q2	$2.44M	Sell	19,252 -222	-1%	-$29.5K	0.98%	22
2018 Q1	$2.66M	Sell	19,474 -3	-0%	-$434	1.09%	19
2017 Q4	$2.85M	Hold	19,477	–	–	1.13%	18
2017 Q3	$2.78M	Hold	19,477	–	–	1.12%	20
2017 Q2	$2.92M	Buy	19,477 +156	+0.8%	+$22K	1.18%	17
2017 Q1	$2.66M	Buy	19,321 +45	+0.2%	+$6.05K	1.15%	20
2016 Q4	$2.57M	Sell	19,276 -24	-0.1%	-$3.06K	1.15%	20
2016 Q3	$2.42M	Buy	19,300 +245	+1%	+$31.1K	1.13%	19
2016 Q2	$2.49M	Buy	19,055 +3,887	+26%	+$479K	1.17%	17
2016 Q1	$1.81M	Buy	15,168 +9,790	+182%	+$1.13M	0.86%	31
2015 Q4	$628K	Buy	5,378 +5,228	+3,485%	+$592K	0.3%	82
2015 Q3	$15.5K	Buy	+150	New	+$15.7K	0.01%	393

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Patten Group's CB Position: Q1 2026 in Review

Patten Group reduced its Chubb (CB) stake by 0.01% in Q1 2026, selling an estimated $321 and leaving 11,767 shares worth $3.84M. The position accounts for 0.67% of the portfolio, ranked #34.

Patten Group first reported a position in CB in Q3 2015 and has held it in 43 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Patten Group held 11,767 shares of Chubb worth $3.84M as of Q1 2026.
Patten Group sold 1 Chubb share in Q1 2026, an estimated $321.
Chubb made up 0.67% of Patten Group's portfolio in Q1 2026, its #34 holding.
Patten Group first reported a position in Chubb in Q3 2015 and has held it in 43 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.