Sawyer & Company’s Chubb CB Stock Holding History

Sawyer & 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 Q2	$700K	Buy	2,053 +22	+1%	+$7.18K	0.23%	77
2026 Q1	$662K	Buy	2,031 +411	+25%	+$132K	0.25%	71
2025 Q4	$506K	Buy	1,620 +50	+3%	+$14.6K	0.18%	75
2025 Q3	$455K	Sell	1,570 -483	-24%	-$133K	0.17%	74
2025 Q2	$700K	Buy	2,053 +483	+31%	+$139K	0.23%	77
2025 Q1	$474K	Sell	1,570 -69	-4%	-$19.2K	0.19%	74
2024 Q4	$453K	Sell	1,639 -37	-2%	-$10.5K	0.17%	79
2024 Q3	$483K	Sell	1,676 -3	-0.2%	-$822	0.18%	82
2024 Q2	$428K	Hold	1,679	–	–	0.17%	83
2024 Q1	$435K	Sell	1,679 -10	-0.6%	-$2.46K	0.17%	84
2023 Q4	$382K	Buy	1,689 +338	+25%	+$73.9K	0.17%	86
2023 Q3	$281K	Buy	1,351 +204	+18%	+$41.2K	0.13%	89
2023 Q2	$221K	Buy	1,147 +602	+110%	+$118K	0.1%	97
2023 Q1	$107K	Buy	545 +66	+14%	+$13.9K	0.06%	107
2022 Q4	$106K	Hold	479	–	–	0.05%	109
2022 Q3	$87K	Hold	479	–	–	0.05%	111
2022 Q2	$94K	Hold	479	–	–	0.05%	112
2022 Q1	$102K	Hold	479	–	–	0.05%	114
2021 Q4	$93K	Hold	479	–	–	0.04%	121
2021 Q3	$83K	Hold	479	–	–	0.04%	118
2021 Q2	$76K	Hold	479	–	–	0.04%	119
2021 Q1	$76K	Hold	479	–	–	0.04%	117
2020 Q4	$74K	Hold	479	–	–	0.04%	116
2020 Q3	$56K	Hold	479	–	–	0.03%	120
2020 Q2	$61K	Hold	479	–	–	0.04%	123
2020 Q1	$53K	Hold	479	–	–	0.04%	115
2019 Q4	$75K	Hold	479	–	–	0.05%	115
2019 Q3	$77K	Sell	479 -100	-17%	-$15.5K	0.05%	113
2019 Q2	$85K	Hold	579	–	–	0.06%	117
2019 Q1	$81K	Hold	579	–	–	0.05%	114
2018 Q4	$75K	Hold	579	–	–	0.06%	113
2018 Q3	$77K	Hold	579	–	–	0.05%	124
2018 Q2	$74K	Sell	579 -100	-15%	-$13.3K	0.05%	126
2018 Q1	$93K	Buy	679 +200	+42%	+$29K	0.06%	117
2017 Q4	$70K	Buy	+479	New	+$71.6K	0.05%	120

Other funds holding CB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sawyer & Company's CB Position: Q2 2026 in Review

Sawyer & Company increased its Chubb (CB) stake by 1.1% in Q2 2026, buying an estimated $7.18K and bringing the position to 2,053 shares worth $700K. The position accounts for 0.23% of the portfolio, ranked #77.

Sawyer & Company first reported a position in CB in Q4 2017 and has held it in 35 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Sawyer & Company held 2,053 shares of Chubb worth $700K as of Q2 2026.
Sawyer & Company bought 22 Chubb shares in Q2 2026, an estimated $7.18K.
Chubb made up 0.23% of Sawyer & Company's portfolio in Q2 2026, its #77 holding.
Sawyer & Company first reported a position in Chubb in Q4 2017 and has held it in 35 quarters since.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.