Sandy Spring Bank’s Chubb CB Stock Holding History

Sandy Spring Bank’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
2025 Q1	$160K	Buy	529 +7	+1%	+$1.95K	0.01%	392
2024 Q4	$144K	Buy	522 +113	+28%	+$32.1K	0.01%	407
2024 Q3	$118K	Hold	409	–	–	﹤0.01%	440
2024 Q2	$104K	Buy	409 +30	+8%	+$7.7K	﹤0.01%	450
2024 Q1	$98.2K	Hold	379	–	–	﹤0.01%	469
2023 Q4	$85.7K	Sell	379 -58	-13%	-$12.7K	﹤0.01%	469
2023 Q3	$91K	Sell	437 -354	-45%	-$71.6K	0.01%	449
2023 Q2	$152K	Buy	791 +15	+2%	+$2.94K	0.01%	386
2023 Q1	$151K	Buy	776 +59	+8%	+$12.4K	0.01%	381
2022 Q4	$158K	Hold	717	–	–	0.01%	366
2022 Q3	$130K	Sell	717 -27	-4%	-$5.13K	0.01%	374
2022 Q2	$147K	Hold	744	–	–	0.01%	357
2022 Q1	$159K	Hold	744	–	–	0.01%	355
2021 Q4	$144K	Hold	744	–	–	0.01%	383
2021 Q3	$129K	Hold	744	–	–	0.01%	382
2021 Q2	$118K	Buy	744 +13	+2%	+$2.15K	0.01%	397
2021 Q1	$115K	Sell	731 -97	-12%	-$15.6K	0.01%	382
2020 Q4	$128K	Hold	828	–	–	0.01%	356
2020 Q3	$96K	Sell	828 -48	-5%	-$6.03K	0.01%	375
2020 Q2	$111K	Hold	876	–	–	0.01%	349
2020 Q1	$98K	Sell	876 -123	-12%	-$17.6K	0.01%	342
2019 Q4	$156K	Sell	999 -78	-7%	-$11.9K	0.01%	314
2019 Q3	$174K	Sell	1,077 -56	-5%	-$8.66K	0.01%	310
2019 Q2	$166K	Buy	1,133 +48	+4%	+$6.93K	0.01%	312
2019 Q1	$152K	Buy	1,085 +84	+8%	+$11.2K	0.01%	313
2018 Q4	$129K	Sell	1,001 -1,449	-59%	-$187K	0.01%	323
2018 Q3	$327K	Sell	2,450 -99	-4%	-$13.4K	0.03%	253
2018 Q2	$324K	Hold	2,549	–	–	0.03%	256
2018 Q1	$349K	Sell	2,549 -822	-24%	-$119K	0.03%	256
2017 Q4	$492K	Sell	3,371 -888	-21%	-$133K	0.04%	220
2017 Q3	$607K	Hold	4,259	–	–	0.06%	209
2017 Q2	$619K	Buy	4,259 +9	+0.2%	+$1.27K	0.06%	207
2017 Q1	$579K	Hold	4,250	–	–	0.06%	216
2016 Q4	$562K	Sell	4,250 -72	-2%	-$9.18K	0.06%	214
2016 Q3	$543K	Buy	4,322 +3,916	+965%	+$497K	0.06%	219
2016 Q2	$53K	Sell	406 -71	-15%	-$8.75K	0.01%	427
2016 Q1	$56K	Buy	477 +30	+7%	+$3.45K	0.01%	427
2015 Q4	$52K	Buy	447 +62	+16%	+$7.01K	0.01%	419
2015 Q3	$40K	Hold	385	–	–	﹤0.01%	461
2015 Q2	$39K	Sell	385 -40	-9%	-$4.31K	﹤0.01%	487
2015 Q1	$47K	Sell	425 -58	-12%	-$6.52K	0.01%	466
2014 Q4	$55K	Sell	483 -81	-14%	-$8.97K	0.01%	401
2014 Q3	$59K	Hold	564	–	–	0.01%	391
2014 Q2	$58K	Buy	+564	New	+$57.7K	0.01%	398
2014 Q1	–	Sell	-637	Closed	-$66K	–	738
2013 Q4	$66K	Sell	637 -65	-9%	-$6.38K	0.01%	348
2013 Q3	$66K	Hold	702	–	–	0.01%	332
2013 Q2	$63K	Buy	+702	New	+$62.9K	0.01%	320

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sandy Spring Bank's CB Position: Q1 2025 in Review

Sandy Spring Bank increased its Chubb (CB) stake by 1.3% in Q1 2025, buying an estimated $1.95K and bringing the position to 529 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #392.

Sandy Spring Bank first reported a position in CB in Q2 2013 and has held it in 47 quarters since. The position peaked at $619K in Q2 2017. 1,917 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Sandy Spring Bank held 529 shares of Chubb worth $160K as of Q1 2025.
Sandy Spring Bank bought 7 Chubb shares in Q1 2025, an estimated $1.95K.
Chubb made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #392 holding.
Sandy Spring Bank first reported a position in Chubb in Q2 2013 and has held it in 47 quarters since.
Sandy Spring Bank's Chubb position peaked at $619K in Q2 2017.
1,917 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.