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Sageworth Trust’s Chubb CB Stock Holding History

Sageworth Trust’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
-694
Closed -$226K – 137
2026
Q1 		$226K Buy
+694
New +$223K 0.01% 162
2024
Q4 		– Sell
-800
Closed -$231K – 105
2024
Q3 		$231K Buy
+800
New +$219K 0.01% 99
2023
Q1 		– Sell
-10
Closed -$2K – 500
2022
Q4 		$2K Sell
10
-70
-88% -$14.6K ﹤0.01% 334
2022
Q3 		$15K Sell
80
-1,085
-93% -$206K ﹤0.01% 176
2022
Q2 		$229K Buy
+1,165
New +$240K 0.02% 74
2020
Q3 		– Sell
-1
Closed – – 207
2020
Q2 		$0 Buy
+1
New +$116 ﹤0.01% 230
2019
Q4 		– Sell
-1,478
Closed -$239K – 193
2019
Q3 		$239K Sell
1,478
-506
-26% -$78.3K 0.03% 52
2019
Q2 		$292K Buy
1,984
+1,779
+868% +$257K 0.03% 49
2019
Q1 		$29K Buy
+205
New +$27.3K ﹤0.01% 118
2017
Q3 		– Sell
-280
Closed -$41K – 73
2017
Q2 		$41K Buy
+280
New +$39.4K 0.01% 80

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sageworth Trust's CB Position: Q2 2026 in Review

Sageworth Trust sold out of Chubb (CB) in Q2 2026, closing a stake of 694 shares — an estimated $226K sold.

Sageworth Trust first reported a position in CB in Q2 2017 and held it in 10 quarters. The position peaked at $292K in Q2 2019. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sageworth Trust reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Sageworth Trust sold 694 Chubb shares in Q2 2026, an estimated $226K.
  • Sageworth Trust first reported a position in Chubb in Q2 2017 and held it in 10 quarters.
  • Sageworth Trust's Chubb position peaked at $292K in Q2 2019.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.