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Tompkins Financial’s Chubb CB Stock Holding History

Tompkins Financial’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 		$64.4K Hold
189
– – ﹤0.01% 309
2026
Q1 		$61.6K Sell
189
-5
-3% -$1.6K ﹤0.01% 303
2025
Q4 		$60.6K Buy
194
+5
+3% +$1.46K ﹤0.01% 291
2025
Q3 		$53.3K Hold
189
– – ﹤0.01% 317
2025
Q2 		$54.8K Hold
189
– – 0.01% 310
2025
Q1 		$57.1K Hold
189
– – 0.01% 310
2024
Q4 		$52.2K Hold
189
– – ﹤0.01% 316
2024
Q3 		$54.5K Hold
189
– – 0.01% 323
2024
Q2 		$48.2K Hold
189
– – 0.01% 343
2024
Q1 		$49K Hold
189
– – 0.01% 351
2023
Q4 		$42.7K Hold
189
– – 0.01% 355
2023
Q3 		$39.3K Hold
189
– – 0.01% 338
2023
Q2 		$36.4K Hold
189
– – 0.01% 359
2023
Q1 		$36.7K Sell
189
-44
-19% -$9.25K 0.01% 362
2022
Q4 		$52K Sell
233
-166
-42% -$34.5K 0.01% 332
2022
Q3 		$73K Buy
399
+166
+71% +$31.5K 0.01% 292
2022
Q2 		$46K Hold
233
– – 0.01% 336
2022
Q1 		$49K Buy
233
+44
+23% +$8.94K 0.01% 349
2021
Q4 		$37K Sell
189
-172
-48% -$32.3K 0.01% 235
2021
Q3 		$63K Buy
+361
New +$63.3K 0.01% 209
2021
Q1 		$64K Sell
407
-27
-6% -$4.35K 0.01% 225
2020
Q4 		$67K Sell
434
-2,402
-85% -$337K 0.01% 212
2020
Q3 		$329K Buy
2,836
+39
+1% +$4.9K 0.06% 122
2020
Q2 		$354K Sell
2,797
-96
-3% -$11.1K 0.07% 115
2020
Q1 		$323K Sell
2,893
-68
-2% -$9.75K 0.07% 113
2019
Q4 		$461K Buy
2,961
+151
+5% +$23.1K 0.08% 118
2019
Q3 		$454K Hold
2,810
– – 0.09% 114
2019
Q2 		$414K Sell
2,810
-70
-2% -$10.1K 0.08% 119
2019
Q1 		$403K Hold
2,880
– – 0.08% 123
2018
Q4 		$372K Sell
2,880
-60
-2% -$7.75K 0.08% 124
2018
Q3 		$393K Hold
2,940
– – 0.08% 135
2018
Q2 		$373K Hold
2,940
– – 0.08% 130
2018
Q1 		$402K Hold
2,940
– – 0.09% 129
2017
Q4 		$430K Hold
2,940
– – 0.1% 123
2017
Q3 		$419K Hold
2,940
– – 0.1% 121
2017
Q2 		$427K Hold
2,940
– – 0.11% 113
2017
Q1 		$401K Hold
2,940
– – 0.1% 112
2016
Q4 		$388K Sell
2,940
-16
-0.5% -$2.04K 0.1% 114
2016
Q3 		$371K Sell
2,956
-1,355
-31% -$172K 0.11% 111
2016
Q2 		$563K Hold
4,311
– – 0.17% 91
2016
Q1 		$514K Buy
4,311
+3,010
+231% +$346K 0.16% 98
2015
Q4 		$152K Buy
1,301
+16
+1% +$1.81K 0.05% 175
2015
Q3 		$133K Hold
1,285
– – 0.04% 174
2015
Q2 		$131K Hold
1,285
– – 0.04% 181
2015
Q1 		$143K Hold
1,285
– – 0.04% 177
2014
Q4 		$148K Hold
1,285
– – 0.04% 169
2014
Q3 		$135K Sell
1,285
-30
-2% -$3.13K 0.04% 176
2014
Q2 		$136K Sell
1,315
-15
-1% -$1.54K 0.03% 182
2014
Q1 		$132K Buy
1,330
+135
+11% +$13.1K 0.03% 178
2013
Q4 		$124K Buy
+1,195
New +$117K 0.03% 176

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

Tompkins Financial's CB Position: Q2 2026 in Review

Tompkins Financial held its Chubb (CB) position steady in Q2 2026 at 189 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Tompkins Financial first reported a position in CB in Q4 2013 and has held it in 50 quarters since. The position peaked at $563K in Q2 2016. 436 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Tompkins Financial held 189 shares of Chubb worth $64.4K as of Q2 2026.
  • Tompkins Financial left its Chubb share count unchanged in Q2 2026.
  • Chubb made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #309 holding.
  • Tompkins Financial first reported a position in Chubb in Q4 2013 and has held it in 50 quarters since.
  • Tompkins Financial's Chubb position peaked at $563K in Q2 2016.
  • 436 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.