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Sage Investment Counsel’s Chubb CB Stock Holding History

Sage 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 		$1.82M Sell
5,330
-28
-0.5% -$9.13K 1.82% 16
2026
Q1 		$1.75M Buy
5,358
+100
+2% +$32.1K 1.94% 9
2025
Q4 		$1.64M Buy
5,258
+2
+0% +$585 1.81% 13
2025
Q3 		$1.48M Buy
5,256
+661
+14% +$182K 1.64% 17
2025
Q2 		$1.33M Buy
4,595
+918
+25% +$264K 1.54% 19
2025
Q1 		$1.11M Buy
3,677
+1,251
+52% +$348K 1.41% 17
2024
Q4 		$670K Buy
+2,426
New +$689K 0.87% 31

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Sage Investment Counsel reduced its Chubb (CB) stake by 0.52% in Q2 2026, selling an estimated $9.13K and leaving 5,330 shares worth $1.82M. The position accounts for 1.82% of the portfolio, ranked #16.

Sage Investment Counsel first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sage Investment Counsel held 5,330 shares of Chubb worth $1.82M as of Q2 2026.
  • Sage Investment Counsel sold 28 Chubb shares in Q2 2026, an estimated $9.13K.
  • Chubb made up 1.82% of Sage Investment Counsel's portfolio in Q2 2026, its #16 holding.
  • Sage Investment Counsel first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.