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Woodmont Investment Counsel’s Chubb CB Stock Holding History

Woodmont Investment Counsel’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 		$12.4M Buy
36,260
+793
+2% +$259K 0.67% 39
2026
Q1 		$11.6M Buy
35,467
+998
+3% +$320K 0.71% 36
2025
Q4 		$10.8M Buy
34,469
+809
+2% +$237K 0.67% 34
2025
Q3 		$9.5M Sell
33,660
-3,895
-10% -$1.07M 0.63% 35
2025
Q2 		$10.9M Buy
37,555
+1,098
+3% +$316K 0.72% 31
2025
Q1 		$11M Buy
36,457
+3,098
+9% +$861K 0.8% 30
2024
Q4 		$9.22M Buy
33,359
+497
+2% +$141K 0.68% 34
2024
Q3 		$9.48M Buy
32,862
+1,111
+3% +$305K 0.71% 35
2024
Q2 		$8.1M Buy
31,751
+1,135
+4% +$291K 0.66% 38
2024
Q1 		$7.93M Buy
30,616
+1,748
+6% +$430K 0.67% 37
2023
Q4 		$6.52M Buy
28,868
+1,293
+5% +$283K 0.61% 40
2023
Q3 		$5.74M Buy
27,575
+11,253
+69% +$2.27M 0.61% 43
2023
Q2 		$3.14M Buy
16,322
+484
+3% +$94.8K 0.33% 66
2023
Q1 		$3.08M Buy
15,838
+634
+4% +$133K 0.33% 68
2022
Q4 		$3.35M Sell
15,204
-49
-0.3% -$10.2K 0.38% 67
2022
Q3 		$2.77M Sell
15,253
-90
-0.6% -$17.1K 0.35% 72
2022
Q2 		$3.02M Buy
15,343
+31
+0.2% +$6.39K 0.37% 67
2022
Q1 		$3.27M Buy
15,312
+1,066
+7% +$217K 0.38% 65
2021
Q4 		$2.75M Buy
14,246
+1,246
+10% +$234K 0.35% 69
2021
Q3 		$2.25M Buy
13,000
+4,343
+50% +$761K 0.33% 72
2021
Q2 		$1.38M Buy
8,657
+466
+6% +$77.2K 0.22% 88
2021
Q1 		$1.29M Sell
8,191
-324
-4% -$52.2K 0.22% 86
2020
Q4 		$1.31M Buy
8,515
+915
+12% +$128K 0.24% 81
2020
Q3 		$883K Sell
7,600
-192
-2% -$24.1K 0.19% 91
2020
Q2 		$987K Sell
7,792
-90
-1% -$10.4K 0.24% 85
2020
Q1 		$880K Sell
7,882
-195
-2% -$28K 0.24% 85
2019
Q4 		$1.26M Sell
8,077
-240
-3% -$36.7K 0.29% 80
2019
Q3 		$1.34M Buy
8,317
+750
+10% +$116K 0.33% 75
2019
Q2 		$1.11M Buy
7,567
+89
+1% +$12.8K 0.28% 85
2019
Q1 		$1.05M Buy
7,478
+347
+5% +$46.2K 0.27% 84
2018
Q4 		$922K Buy
7,131
+178
+3% +$23K 0.26% 89
2018
Q3 		$929K Sell
6,953
-30
-0.4% -$4.06K 0.25% 89
2018
Q2 		$887K Sell
6,983
-95
-1% -$12.6K 0.24% 95
2018
Q1 		$968K Buy
7,078
+838
+13% +$121K 0.27% 88
2017
Q4 		$912K Sell
6,240
-350
-5% -$52.3K 0.24% 102
2017
Q3 		$939K Sell
6,590
-500
-7% -$72.3K 0.26% 99
2017
Q2 		$1.03M Hold
7,090
– – 0.29% 90
2017
Q1 		$966K Hold
7,090
– – 0.28% 94
2016
Q4 		$937K Sell
7,090
-481
-6% -$61.3K 0.27% 99
2016
Q3 		$952K Sell
7,571
-8
-0.1% -$1.01K 0.27% 98
2016
Q2 		$990K Sell
7,579
-765
-9% -$94.3K 0.3% 93
2016
Q1 		$994K Buy
+8,344
New +$959K 0.3% 89

Other funds holding CB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Woodmont Investment Counsel's CB Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Chubb (CB) stake by 2.2% in Q2 2026, buying an estimated $259K and bringing the position to 36,260 shares worth $12.4M. The position accounts for 0.67% of the portfolio, ranked #39.

Woodmont Investment Counsel first reported a position in CB in Q1 2016 and has held it in 42 quarters since. 1,245 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Woodmont Investment Counsel held 36,260 shares of Chubb worth $12.4M as of Q2 2026.
  • Woodmont Investment Counsel bought 793 Chubb shares in Q2 2026, an estimated $259K.
  • Chubb made up 0.67% of Woodmont Investment Counsel's portfolio in Q2 2026, its #39 holding.
  • Woodmont Investment Counsel first reported a position in Chubb in Q1 2016 and has held it in 42 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.