Shayne & Jacobs LLC’s Chubb CB Stock Holding History

Shayne & Jacobs LLC’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	$1.81M	Sell	5,310 -60	-1%	-$19.6K	0.54%	37
2026 Q1	$1.75M	Hold	5,370	–	–	0.54%	35
2025 Q4	$1.68M	Hold	5,370	–	–	0.51%	36
2025 Q3	$1.52M	Hold	5,370	–	–	0.47%	36
2025 Q2	$1.56M	Hold	5,370	–	–	0.51%	36
2025 Q1	$1.62M	Sell	5,370 -23	-0.4%	-$6.39K	0.4%	34
2024 Q4	$1.49M	Sell	5,393 -400	-7%	-$114K	0.39%	38
2024 Q3	$1.67M	Hold	5,793	–	–	0.42%	35
2024 Q2	$1.48M	Buy	5,793 +170	+3%	+$43.7K	0.41%	34
2024 Q1	$1.46M	Sell	5,623 -249	-4%	-$61.2K	0.4%	34
2023 Q4	$1.33M	Hold	5,872	–	–	0.41%	37
2023 Q3	$1.22M	Buy	+5,872	New	+$1.19M	0.41%	36

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

Shayne & Jacobs LLC's CB Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $19.6K and leaving 5,310 shares worth $1.81M. The position accounts for 0.54% of the portfolio, ranked #37.

Shayne & Jacobs LLC first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Shayne & Jacobs LLC held 5,310 shares of Chubb worth $1.81M as of Q2 2026.
Shayne & Jacobs LLC sold 60 Chubb shares in Q2 2026, an estimated $19.6K.
Chubb made up 0.54% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #37 holding.
Shayne & Jacobs LLC first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.