Sanibel Captiva Trust Company’s Chubb CB Stock Holding History

Sanibel Captiva Trust Company’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	$18.8M	Sell	57,756 -740	-1%	-$237K	0.53%	53
2025 Q4	$18.3M	Sell	58,496 -2,174	-4%	-$636K	0.5%	55
2025 Q3	$17.1M	Sell	60,670 -1,226	-2%	-$337K	0.49%	59
2025 Q2	$17.9M	Sell	61,896 -3,146	-5%	-$905K	0.55%	50
2025 Q1	$19.6M	Sell	65,042 -2,157	-3%	-$599K	0.64%	42
2024 Q4	$18.6M	Buy	67,199 +159	+0.2%	+$45.2K	0.59%	45
2024 Q3	$19.3M	Sell	67,040 -3,522	-5%	-$966K	0.62%	43
2024 Q2	$18M	Sell	70,562 -1,914	-3%	-$492K	0.62%	45
2024 Q1	$18.8M	Sell	72,476 -1,993	-3%	-$490K	0.64%	43
2023 Q4	$16.8M	Buy	+74,469	New	+$16.3M	0.62%	44

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

Sanibel Captiva Trust Company's CB Position: Q1 2026 in Review

Sanibel Captiva Trust Company reduced its Chubb (CB) stake by 1.3% in Q1 2026, selling an estimated $237K and leaving 57,756 shares worth $18.8M. The position accounts for 0.53% of the portfolio, ranked #53.

Sanibel Captiva Trust Company first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.6M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Sanibel Captiva Trust Company held 57,756 shares of Chubb worth $18.8M as of Q1 2026.
Sanibel Captiva Trust Company sold 740 Chubb shares in Q1 2026, an estimated $237K.
Chubb made up 0.53% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #53 holding.
Sanibel Captiva Trust Company first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Chubb position peaked at $19.6M in Q1 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.