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Trust Point Inc’s Chubb CB Stock Holding History

Trust Point Inc’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 		$5.44M Buy
15,953
+14,408
+933% +$4.7M 0.46% 31
2026
Q1 		$504K Sell
1,545
-22
-1% -$7.06K 0.04% 248
2025
Q4 		$489K Buy
1,567
+19
+1% +$5.56K 0.04% 239
2025
Q3 		$437K Sell
1,548
-598
-28% -$165K 0.04% 261
2025
Q2 		$622K Buy
2,146
+960
+81% +$276K 0.06% 149
2025
Q1 		$358K Sell
1,186
-521
-31% -$145K 0.03% 296
2024
Q4 		$472K Buy
1,707
+32
+2% +$9.09K 0.03% 304
2024
Q3 		$483K Sell
1,675
-87
-5% -$23.9K 0.04% 286
2024
Q2 		$449K Sell
1,762
-214
-11% -$55K 0.04% 281
2024
Q1 		$512K Sell
1,976
-1,986
-50% -$488K 0.04% 281
2023
Q4 		$895K Buy
+3,962
New +$866K 0.07% 153

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

Trust Point Inc's CB Position: Q2 2026 in Review

Trust Point Inc increased its Chubb (CB) stake by 933% in Q2 2026, buying an estimated $4.7M and bringing the position to 15,953 shares worth $5.44M. The position accounts for 0.46% of the portfolio, ranked #31.

Trust Point Inc first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Trust Point Inc held 15,953 shares of Chubb worth $5.44M as of Q2 2026.
  • Trust Point Inc bought 14,408 Chubb shares in Q2 2026, an estimated $4.7M.
  • Chubb made up 0.46% of Trust Point Inc's portfolio in Q2 2026, its #31 holding.
  • Trust Point Inc first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.