Gillson Capital’s Chubb CB Stock Holding History

Gillson Capital’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 Q1	$33.5M	Sell	102,659 -97,546	-49%	-$31.3M	2.74%	10
2025 Q4	$62.5M	Buy	200,205 +95,605	+91%	+$28M	4.09%	5
2025 Q3	$29.5M	Buy	+104,600	New	+$28.8M	2.56%	11
2024 Q3	–	Sell	-87,400	Closed	-$22.3M	–	72
2024 Q2	$22.3M	Buy	+87,400	New	+$22.4M	2.15%	19
2023 Q3	–	Sell	-200,206	Closed	-$38.6M	–	93
2023 Q2	$38.6M	Sell	200,206 -57,381	-22%	-$11.2M	3.4%	3
2023 Q1	$50M	Sell	257,587 -16,433	-6%	-$3.45M	4.14%	1
2022 Q4	$60.4M	Buy	+274,020	New	+$57M	4.58%	1
2021 Q3	–	Sell	-54,223	Closed	-$8.62M	–	234
2021 Q2	$8.62M	Sell	54,223 -142,766	-72%	-$23.7M	0.81%	44
2021 Q1	$31.1M	Buy	+196,989	New	+$31.7M	2.62%	2
2020 Q4	–	Sell	-32,379	Closed	-$3.76M	–	106
2020 Q3	$3.76M	Sell	32,379 -76,888	-70%	-$9.66M	0.55%	63
2020 Q2	$13.8M	Buy	+109,267	New	+$12.7M	2.49%	8

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gillson Capital's CB Position: Q1 2026 in Review

Gillson Capital reduced its Chubb (CB) stake by 49% in Q1 2026, selling an estimated $31.3M and leaving 102,659 shares worth $33.5M. The position accounts for 2.74% of the portfolio, ranked #10.

Gillson Capital first reported a position in CB in Q2 2020 and has held it in 11 quarters since. The position peaked at $62.5M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Gillson Capital held 102,659 shares of Chubb worth $33.5M as of Q1 2026.
Gillson Capital sold 97,546 Chubb shares in Q1 2026, an estimated $31.3M.
Chubb made up 2.74% of Gillson Capital's portfolio in Q1 2026, its #10 holding.
Gillson Capital first reported a position in Chubb in Q2 2020 and has held it in 11 quarters since.
Gillson Capital's Chubb position peaked at $62.5M in Q4 2025.
2,107 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.