SEC 13F Intelligence

Sage Investment Counsel LLC / CB

Sage Investment Counsel LLC’s Chubb Ltd Switz Position

Does Sage Investment Counsel LLC own Chubb Ltd Switz (CB)? Yes — 5.4K shares worth $2M (+1.94% of its 13F portfolio) as of Q1 2026, up from 5.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.4K
% of Portfolio
+1.94%
Quarters Held
6
currently held

Position History CB

Reported value by quarter
Q4 ’24: $670,304Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.4K$2M+1.94%
Q4 20255.3K$2M+1.81%
Q3 20255.3K$1M+1.64%
Q2 20254.6K$1M+1.54%
Q1 20253.7K$1M+1.41%
Q4 20242.4K$670,304+0.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sage Investment Counsel LLC’s full portfolio or all institutional holders of CB.