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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ferguson Wellman Capital Management's CB Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Chubb (CB) stake by 3.4% in Q2 2026, buying an estimated $73.4K and bringing the position to 6,820 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #167.

Ferguson Wellman Capital Management first reported a position in CB in Q4 2015 and has held it in 23 quarters since. The position peaked at $12.4M in Q4 2016. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Ferguson Wellman Capital Management held 6,820 shares of Chubb worth $2.32M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 225 Chubb shares in Q2 2026, an estimated $73.4K.
  • Chubb made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #167 holding.
  • Ferguson Wellman Capital Management first reported a position in Chubb in Q4 2015 and has held it in 23 quarters since.
  • Ferguson Wellman Capital Management's Chubb position peaked at $12.4M in Q4 2016.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.