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Sentinel Trust’s Chubb CB Stock Holding History

Sentinel 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
-1,250
Closed -$407K – 139
2026
Q1 		$407K Hold
1,250
– – 0.04% 106
2025
Q4 		$390K Hold
1,250
– – 0.04% 104
2025
Q3 		$353K Sell
1,250
-455
-27% -$125K 0.04% 102
2025
Q2 		$494K Hold
1,705
– – 0.05% 92
2025
Q1 		$515K Sell
1,705
-304
-15% -$84.5K 0.06% 89
2024
Q4 		$555K Buy
2,009
+295
+17% +$83.8K 0.06% 88
2024
Q3 		$494K Hold
1,714
– – 0.06% 99
2024
Q2 		$437K Buy
1,714
+9
+0.5% +$2.31K 0.05% 101
2024
Q1 		$442K Buy
+1,705
New +$419K 0.06% 104

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Sentinel Trust's CB Position: Q2 2026 in Review

Sentinel Trust sold out of Chubb (CB) in Q2 2026, closing a stake of 1,250 shares — an estimated $407K sold.

Sentinel Trust first reported a position in CB in Q1 2024 and held it in 9 quarters. The position peaked at $555K in Q4 2024. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Sentinel Trust reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Sentinel Trust sold 1,250 Chubb shares in Q2 2026, an estimated $407K.
  • Sentinel Trust first reported a position in Chubb in Q1 2024 and held it in 9 quarters.
  • Sentinel Trust's Chubb position peaked at $555K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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