Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Chubb CB Stock Holding History

Sumitomo Mitsui Trust Group’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 		$317M Sell
971,185
-54,846
-5% -$17.6M 0.2% 93
2025
Q4 		$320M Sell
1,026,031
-31,167
-3% -$9.11M 0.19% 108
2025
Q3 		$298M Buy
1,057,198
+1,089
+0.1% +$300K 0.17% 116
2025
Q2 		$306M Buy
1,056,109
+61,679
+6% +$17.7M 0.19% 107
2025
Q1 		$300M Buy
994,430
+5,048
+0.5% +$1.4M 0.21% 102
2024
Q4 		$273M Sell
989,382
-9,621
-1% -$2.73M 0.18% 109
2024
Q3 		$288M Sell
999,003
-25,288
-2% -$6.93M 0.2% 102
2024
Q2 		$261M Sell
1,024,291
-130,625
-11% -$33.5M 0.19% 108
2024
Q1 		$299M Sell
1,154,916
-13,802
-1% -$3.39M 0.21% 103
2023
Q4 		$264M Sell
1,168,718
-25,681
-2% -$5.62M 0.2% 115
2023
Q3 		$249M Sell
1,194,399
-15,143
-1% -$3.06M 0.2% 108
2023
Q2 		$233M Sell
1,209,542
-156,382
-11% -$30.6M 0.18% 122
2023
Q1 		$265M Buy
1,365,924
+37,792
+3% +$7.94M 0.2% 110
2022
Q4 		$293M Sell
1,328,132
-28,419
-2% -$5.91M 0.23% 100
2022
Q3 		$247M Sell
1,356,551
-1,945
-0.1% -$369K 0.2% 109
2022
Q2 		$267M Sell
1,358,496
-210,843
-13% -$43.4M 0.21% 102
2022
Q1 		$336M Buy
+1,569,339
New +$319M 0.22% 96

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CB Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Chubb (CB) stake by 5.3% in Q1 2026, selling an estimated $17.6M and leaving 971,185 shares worth $317M. The position accounts for 0.2% of the portfolio, ranked #93.

Sumitomo Mitsui Trust Group first reported a position in CB in Q1 2022 and has held it in 17 quarters since. The position peaked at $336M in Q1 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 971,185 shares of Chubb worth $317M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 54,846 Chubb shares in Q1 2026, an estimated $17.6M.
  • Chubb made up 0.2% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #93 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Chubb in Q1 2022 and has held it in 17 quarters since.
  • Sumitomo Mitsui Trust Group's Chubb position peaked at $336M in Q1 2022.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.