TRUST CO OF OKLAHOMA CB CHUBB COMMON STOCK

Ownership history in TRUST CO OF OKLAHOMA  ·  72 quarters on record

AI Ownership Summary

TRUST CO OF OKLAHOMA reported CHUBB COMMON STOCK (CB) in 72 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows CB at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUST CO OF OKLAHOMA's position in CHUBB COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CB was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRUST CO OF OKLAHOMA held CB — position size vs. price
% of Fund (quarterly)    CB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 4,904 -366 -6.9% 0.43% $1.7M 2026-07-14 $346.22
2026 Q1 ADDED 5,270 +133 +2.6% 0.50% $1.7M 2026-04-20 $328.96
2025 Q4 REDUCED 5.3% +4.7% 5,137 -290 -5.3% 0.47% $1.6M 2026-01-14 $299.19
2025 Q3 ADDED 5,427 +48 +0.9% 0.45% $1.5M 2025-10-22 $274.85
2025 Q2 REDUCED 5,379 -88 -1.6% 0.50% $1.6M 2025-07-07 $278.28
2025 Q1 REDUCED 5,467 -187 -3.3% 0.57% $1.7M 2025-04-15 $282.13
2024 Q4 ADDED 5,654 +119 +2.1% 0.50% $1.6M 2025-01-17 $266.11
2024 Q3 REDUCED 5,535 -197 -3.4% 0.52% $1.6M 2024-10-15 $282.87
2024 Q2 REDUCED 5,732 -28 -0.5% 0.51% $1.5M 2024-07-23 $258.28
2024 Q1 ADDED 5,760 +6 +0.1% 0.53% $1.5M 2024-04-19 $244.64
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TRUST CO OF OKLAHOMA and CB

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUST CO OF OKLAHOMA reported owning CB?

TRUST CO OF OKLAHOMA reported CB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CB position in TRUST CO OF OKLAHOMA's portfolio?

The largest reported portfolio weight for CB was 0.57% in 2025 Q1.

What is the latest reported CB position on this page?

The most recent filing on this page is 2026 Q2, when TRUST CO OF OKLAHOMA reported 4,904 shares, equal to 0.43% of portfolio, with an estimated market value of $1.7M.

What does the chart on this CB ownership page compare?

The chart compares TRUST CO OF OKLAHOMA's quarterly CB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRUST CO OF OKLAHOMA time their CB position?

Based on 13F filing dates vs. subsequent CB price moves, TRUST CO OF OKLAHOMA correctly timed 35 out of 66 reported position changes (53%). The annualised alpha on CB relative to SPY over the holding period was -4.3%.

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