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Trail Ridge Investment Advisors’s Chubb CB Stock Holding History

Trail Ridge Investment 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
Q2 		– Sell
-6,133
Closed -$2M – 94
2026
Q1 		$2M Hold
6,133
– – 0.87% 27
2025
Q4 		$1.91M Hold
6,133
– – 0.82% 32
2025
Q3 		$1.73M Sell
6,133
-110
-2% -$30.3K 0.78% 32
2025
Q2 		$1.66M Sell
6,243
-35
-0.6% -$10.1K 0.8% 32
2025
Q1 		$1.9M Buy
6,278
+145
+2% +$40.3K 0.98% 28
2024
Q4 		$1.69M Hold
6,133
– – 0.81% 35
2024
Q3 		$1.81M Hold
6,133
– – 0.86% 31
2024
Q2 		$1.56M Hold
6,133
– – 0.81% 34
2024
Q1 		$1.59M Hold
6,133
– – 0.9% 33
2023
Q4 		$1.39M Hold
6,133
– – 0.85% 38
2023
Q3 		$1.28M Hold
6,133
– – 0.87% 37
2023
Q2 		$1.18M Hold
6,133
– – 0.73% 44
2023
Q1 		$1.19M Hold
6,133
– – 0.78% 45
2022
Q4 		$1.35M Hold
6,133
– – 0.93% 34
2022
Q3 		$1.26M Hold
6,133
– – 0.84% 40
2022
Q2 		$1.21M Hold
6,133
– – 0.82% 38
2022
Q1 		$1.31M Sell
6,133
-137
-2% -$27.8K 0.81% 41
2021
Q4 		$1.21M Buy
+6,270
New +$1.18M 0.73% 46

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Trail Ridge Investment Advisors's CB Position: Q2 2026 in Review

Trail Ridge Investment Advisors sold out of Chubb (CB) in Q2 2026, closing a stake of 6,133 shares — an estimated $2M sold.

Trail Ridge Investment Advisors first reported a position in CB in Q4 2021 and held it in 18 quarters. The position peaked at $2M in Q1 2026. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Trail Ridge Investment Advisors reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 6,133 Chubb shares in Q2 2026, an estimated $2M.
  • Trail Ridge Investment Advisors first reported a position in Chubb in Q4 2021 and held it in 18 quarters.
  • Trail Ridge Investment Advisors's Chubb position peaked at $2M in Q1 2026.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.