Sippican Capital Advisors’s Chubb CB Stock Holding History

Sippican Capital Advisors’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	$1.12M	Sell	3,450 -75	-2%	-$24.1K	0.77%	50
2025 Q4	$1.1M	Sell	3,525 -40	-1%	-$11.7K	0.71%	53
2025 Q3	$1.01M	Hold	3,565	–	–	0.67%	58
2025 Q2	$1.03M	Hold	3,565	–	–	0.75%	51
2025 Q1	$1.08M	Sell	3,565 -25	-0.7%	-$6.95K	0.81%	49
2024 Q4	$992K	Buy	3,590 +15	+0.4%	+$4.26K	0.72%	52
2024 Q3	$1.03M	Hold	3,575	–	–	0.72%	51
2024 Q2	$912K	Sell	3,575 -20	-0.6%	-$5.14K	0.72%	49
2024 Q1	$932K	Sell	3,595 -1,833	-34%	-$451K	0.72%	54
2023 Q4	$1.23M	Buy	5,428 +1,828	+51%	+$400K	0.96%	42
2023 Q3	$749K	Sell	3,600 -29	-0.8%	-$5.86K	0.68%	54
2023 Q2	$699K	Sell	3,629 -35	-1%	-$6.86K	0.64%	61
2023 Q1	$711K	Sell	3,664 -120	-3%	-$25.2K	0.68%	58
2022 Q4	$835K	Buy	3,784 +15	+0.4%	+$3.12K	0.8%	52
2022 Q3	$686K	Hold	3,769	–	–	0.72%	60
2022 Q2	$741K	Sell	3,769 -10	-0.3%	-$2.06K	0.74%	57
2022 Q1	$808K	Sell	3,779 -1	-0%	-$203	0.67%	59
2021 Q4	$731K	Sell	3,780 -115	-3%	-$21.6K	0.62%	63
2021 Q3	$676K	Sell	3,895 -100	-3%	-$17.5K	0.59%	67
2021 Q2	$635K	Hold	3,995	–	–	0.55%	67
2021 Q1	$631K	Hold	3,995	–	–	0.58%	62
2020 Q4	$615K	Sell	3,995 -2,034	-34%	-$285K	0.67%	61
2020 Q3	$700K	Buy	6,029 +1,032	+21%	+$130K	0.87%	50
2020 Q2	$633K	Sell	4,997 -1,466	-23%	-$170K	0.85%	52
2020 Q1	$722K	Sell	6,463 -75	-1%	-$10.8K	1.18%	36
2019 Q4	$1.02M	Buy	6,538 +104	+2%	+$15.9K	1.13%	34
2019 Q3	$1.04M	Sell	6,434 -195	-3%	-$30.2K	1.26%	28
2019 Q2	$976K	Sell	6,629 -75	-1%	-$10.8K	1.15%	30
2019 Q1	$939K	Buy	6,704 +28	+0.4%	+$3.73K	1.12%	31
2018 Q4	$862K	Buy	6,676 +697	+12%	+$90.1K	1.16%	27
2018 Q3	$788K	Sell	5,979 -2,343	-28%	-$317K	0.91%	43
2018 Q2	$1.06M	Buy	8,322 +89	+1%	+$11.8K	1.06%	35
2018 Q1	$1.13M	Hold	8,233	–	–	1.17%	34
2017 Q4	$1.2M	Buy	8,233 +50	+0.6%	+$7.47K	1.17%	34
2017 Q3	$1.17M	Sell	8,183 -372	-4%	-$53.8K	1.19%	37
2017 Q2	$1.24M	Sell	8,555 -801	-9%	-$113K	1.35%	28
2017 Q1	$1.27M	Sell	9,356 -100	-1%	-$13.4K	1.35%	29
2016 Q4	$1.25M	Sell	9,456 -415	-4%	-$52.9K	1.31%	29
2016 Q3	$1.24M	Hold	9,871	–	–	1.42%	28
2016 Q2	$1.29M	Sell	9,871 -221	-2%	-$27.2K	1.54%	23
2016 Q1	$1.2M	Buy	+10,092	New	+$1.16M	1.53%	21

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

Sippican Capital Advisors's CB Position: Q1 2026 in Review

Sippican Capital Advisors reduced its Chubb (CB) stake by 2.1% in Q1 2026, selling an estimated $24.1K and leaving 3,450 shares worth $1.12M. The position accounts for 0.77% of the portfolio, ranked #50.

Sippican Capital Advisors first reported a position in CB in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.29M in Q2 2016. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Sippican Capital Advisors held 3,450 shares of Chubb worth $1.12M as of Q1 2026.
Sippican Capital Advisors sold 75 Chubb shares in Q1 2026, an estimated $24.1K.
Chubb made up 0.77% of Sippican Capital Advisors's portfolio in Q1 2026, its #50 holding.
Sippican Capital Advisors first reported a position in Chubb in Q1 2016 and has held it in 41 quarters since.
Sippican Capital Advisors's Chubb position peaked at $1.29M in Q2 2016.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.