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Patton Fund Management’s Chubb CB Stock Holding History

Patton Fund 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 		– Sell
-788
Closed -$257K – 148
2026
Q1 		$257K Hold
788
– – 0.04% 255
2025
Q4 		$246K Hold
788
– – 0.03% 111
2025
Q3 		$222K Buy
+788
New +$217K 0.04% 369
2023
Q1 		– Sell
-958
Closed -$211K – 106
2022
Q4 		$211K Buy
+958
New +$199K 0.06% 134

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Patton Fund Management's CB Position: Q2 2026 in Review

Patton Fund Management sold out of Chubb (CB) in Q2 2026, closing a stake of 788 shares — an estimated $257K sold.

Patton Fund Management first reported a position in CB in Q4 2022 and held it in 4 quarters. The position peaked at $257K in Q1 2026. 437 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Patton Fund Management reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 788 Chubb shares in Q2 2026, an estimated $257K.
  • Patton Fund Management first reported a position in Chubb in Q4 2022 and held it in 4 quarters.
  • Patton Fund Management's Chubb position peaked at $257K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.