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Ferguson Wellman Capital Management’s Chubb CB Stock Holding History

Ferguson Wellman Capital Management’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
Q3 		$2.23M Buy
6,864
+44
+0.6% +$15.2K 0.03% 175
2026
Q2 		$2.32M Buy
6,820
+225
+3% +$73.4K 0.03% 167
2026
Q1 		$2.15M Buy
+6,595
New +$2.12M 0.03% 163
2021
Q1 		– Sell
-43,408
Closed -$6.68M – 335
2020
Q4 		$6.68M Buy
43,408
+872
+2% +$122K 0.16% 116
2020
Q3 		$4.94M Buy
42,536
+1,243
+3% +$156K 0.14% 124
2020
Q2 		$5.23M Sell
41,293
-1,402
-3% -$162K 0.16% 113
2020
Q1 		$4.77M Buy
42,695
+1,409
+3% +$202K 0.18% 108
2019
Q4 		$6.43M Buy
41,286
+1,984
+5% +$304K 0.19% 111
2019
Q3 		$6.34M Buy
39,302
+3,284
+9% +$508K 0.2% 105
2019
Q2 		$5.3M Sell
36,018
-67
-0.2% -$9.67K 0.18% 108
2019
Q1 		$5.05M Buy
36,085
+135
+0.4% +$18K 0.17% 109
2018
Q4 		$4.64M Buy
35,950
+265
+0.7% +$34.2K 0.18% 112
2018
Q3 		$4.77M Buy
35,685
+41
+0.1% +$5.55K 0.16% 124
2018
Q2 		$4.53M Buy
35,644
+127
+0.4% +$16.9K 0.16% 129
2018
Q1 		$4.86M Buy
35,517
+250
+0.7% +$36.2K 0.17% 127
2017
Q4 		$5.15M Sell
35,267
-160
-0.5% -$23.9K 0.18% 127
2017
Q3 		$5.05M Sell
35,427
-24,348
-41% -$3.52M 0.18% 122
2017
Q2 		$8.69M Buy
59,775
+105
+0.2% +$14.8K 0.33% 84
2017
Q1 		$8.13M Sell
59,670
-33,951
-36% -$4.57M 0.31% 91
2016
Q4 		$12.4M Buy
93,621
+3,270
+4% +$417K 0.5% 62
2016
Q3 		$11.4M Sell
90,351
-200
-0.2% -$25.4K 0.49% 64
2016
Q2 		$11.8M Buy
90,551
+75,966
+521% +$9.36M 0.5% 63
2016
Q1 		$1.74M Sell
14,585
-9,619
-40% -$1.11M 0.07% 149
2015
Q4 		$3.21M Buy
+24,204
New +$2.74M 0.13% 138

Other funds holding CB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Ferguson Wellman Capital Management's CB Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its Chubb (CB) stake by 0.65% in Q3 2026, buying an estimated $15.2K and bringing the position to 6,864 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #175.

Ferguson Wellman Capital Management first reported a position in CB in Q4 2015 and has held it in 24 quarters since. The position peaked at $12.4M in Q4 2016. 103 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Ferguson Wellman Capital Management held 6,864 shares of Chubb worth $2.23M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 44 Chubb shares in Q3 2026, an estimated $15.2K.
  • Chubb made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #175 holding.
  • Ferguson Wellman Capital Management first reported a position in Chubb in Q4 2015 and has held it in 24 quarters since.
  • Ferguson Wellman Capital Management's Chubb position peaked at $12.4M in Q4 2016.
  • 103 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.