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Henrickson Nauta Wealth Advisors’s Chubb CB Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$222K Sell
649
-25
-4% -$8.15K 0.05% 109
2026
Q1 		$220K Sell
674
-326
-33% -$105K 0.06% 98
2025
Q4 		$309K Buy
+1,000
New +$292K 0.05% 98
2022
Q1 		– Sell
-342
Closed -$67K – 76
2021
Q4 		$67K Buy
+342
New +$64.2K 0.05% 75

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

Henrickson Nauta Wealth Advisors's CB Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Chubb (CB) stake by 3.7% in Q2 2026, selling an estimated $8.15K and leaving 649 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #109.

Henrickson Nauta Wealth Advisors first reported a position in CB in Q4 2021 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 649 shares of Chubb worth $222K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 25 Chubb shares in Q2 2026, an estimated $8.15K.
  • Chubb made up 0.05% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Chubb in Q4 2021 and has held it in 4 quarters since.
  • Henrickson Nauta Wealth Advisors's Chubb position peaked at $309K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.